Approving Vendor Invoices in Vendor Invoice Approvals

Learning Resource: PM and Finance Approval video

Learning Resource: Super Approvers video

Learning Resource: Non-Approvers video

 

You can approve a single or multiple invoices in Vendor Invoice Approvals. The Approved By and Approved Date fields will be updated when an item has been successfully approved.

Only invoices or transactions with the status In Review can be approved.

Once all items for a vendor invoice are approved, the On Hold check box will be unchecked for all transaction rows in that invoice.

Project manager approval updates at the transaction level and finance approvals update at the invoice level.

To approve vendor invoices

1. From , select Manage > Vendor Invoice Approvals.

2. In the Vendor Invoice list, select one or more invoices.

3. Click Approve.

4. In the Approve Vendor Invoice dialog box, select one or both of the following options (available options vary depending on role):

   • Approve as Project Manager

   • Approve as Finance Approver

5. Enter any notes.

6. Click Done.