Invoice Allocation Procedures
This section describes the steps you need to follow to work with vendor invoice allocations.
Related Topics:
- Allocate/Reallocate a Vendor Invoice
You can allocate invoices, or reallocate invoices that were initially registered or posted to a suspense account, to an account or job. - Attach Additional Documents to a Vendor Invoice
Apart from attaching an invoice scan to the record, you can also attach multiple documents related to it for reference. - View Documents on a Vendor Invoice
Use the Document tab to upload, view, or delete documents attached to the invoice. - Submit a Vendor Invoice Allocation
Once you have finalized all details regarding the allocation, you can submit the invoice for approval. - Approve a Vendor Invoice Allocation
Use these steps to review and approve vendor invoice allocation submitted for your approval. If the submitted invoice contains documents, you can view them before approving or rejecting it. You can also approve (and reject) vendor invoice allocation in the Approval Center workspace.
Parent Topic: Invoice Allocation Overview