[AP] Approving/Rejecting an AP Invoice

When Reviewers are reviewing an Unapproved Invoice they have the options to approve or reject. This article shows how to see that the invoice was rejected, also how to clear the rejection in order to send it back out for the reviewer to re-approve the invoice.

NOTE: You can also just delete the invoice if needed. 

When adding reviewers to the Unapproved Invoice Entry they will come in like this:

With the Line information there will be an approval sequence and a date assigned.

The Reviewer will pull the Transaction into AP Unapproved Invoice Review to approve or reject the invoice.

The reviewer will either check the Approved box or the Rejected box.

Depending on the scenario the reviewer may choose to check the Approve/Rejection in the Header or Approve/Reject on each one of the lines.

If the Reviewer checks the rejection box:

They will have the option to enter a rejection reason code if it is set up. Rejection reason codes can be set up in HQ Rejection codes.

Once the invoice is rejected then it is updated to the AP Unapproved Entry Form. If reviewer groups are being used notification will go out according to what is setup within the group.

When pulling the transaction up in Unapproved Invoice Entry the Rejection in the Line level on the Reviewers Tab will show the rejection and the Rejection Reason.

After correcting the information that was needed to be corrected, then you can remove the check mark in the rejected box. This will remove the Reject Reason and put the transaction back out for the reviewer to review again.

When the reviewer approves then the AP Unapproved Invoice Entry will show the approved date and amount approved.