How to Approve Invoice as AP Specialist
Click Invoice Pending Approval
Select the Invoice to approve
Invoice details are stated:
- Invoice Number
- PO Number
- Status of the Invoice: PENDING TWO WAY/PENDING THREE WAY
- Invoice Type: if it is a DO Invoice/PO Invoice/Non-PO Invoice
Select the AP Approval Route
Approval Sequence will be auto generated once AP Approval Route is selected
Under Invoice & PO table, scroll to the right till the end.
Select or search for G/L Account under the dropdown
Select or search for Cost Code (if any)
Select or search for Department Code (if any)
The PO Number, GR Number, DO Number are hyperlinks that are related to the Invoice
View any supporting documents uploaded by Supplier under External Conversations
Click Approve to approve the Invoice
Once the Invoice is Issued for Approval, there will be a notification to inform the user that Invoice has been issued to pending approval. User can click “I Understand” or “Cancel”.
The status of the Invoice will be “PENDING APPROVAL”.