AP Invoice Approvals
In AP Invoice Approvals, you upload accounts payable invoices that you receive from vendors, submit the invoices for approval, and then approve or reject the invoices.
AP vouchers can also be generated automatically when you final approval an AP invoice in AP Invoice Approvals, if you configured an approval workflow for AP invoices to do so.
Approving an AP Invoice
After you upload an AP invoice and save the record in AP Invoice Approvals, click the Submit option on the Actions bar of the AP Invoice Approvals form. This starts the approval process using the approval workflow that is specified for AP invoices in in the desktop application.
If you are an assigned approver for the current approval step, the toolbar on the AP Invoice Approvals form displays an Approve option that you can use to take actions for an approval step, such as approving, rejecting, reassigning, and so on.
Alerts
You can set up alerts to notify approvers and others when AP invoice records are ready for their review, the due date for an approval step is near, a record has been rejected or approved, and so on.
Viewing the Progress of AP Invoices Being Approved
You can see the progress of an AP invoice going through the approval process on the Approvals Timeline. This timeline shows you if the approval process has started, the AP invoice is in approval or in review, or the approval is completed.
Assigning a Delegate to Perform Your Approval Assignments in Your Absence
If you normally approve AP invoices, you can temporarily assign another person to perform approval duties in your absence. You assign delegates on the General tab of My Preferences.
Settings
The approval process for AP invoices is based on an approval workflow that you set up and configure specifically for AP invoices.
- Steps in the approval process for AP invoices.
- Approvers assigned to each step.
- Notification alerts to send and actions to process for each step to keep the approval process on schedule.
Goal | Location |
---|---|
Create and configure approval workflows for AP invoices. You can create simple or complex, multi-tiered, conditional steps for approval workflows. | |
Specify approver roles at the organization level. | in the desktop application |
Turn on approvals for AP invoices and specify the approval workflow that the AP invoice approval process will use. | Options tab in |
If You Do Not Use an Approval Workflow for AP Invoices
If you do not use an approval workflow for AP invoices (set up in Approval Workflow Settings), you cannot use the AP Invoice Approvals application.
- Related Topics:
- How to...
In AP Invoice Approvals, you can upload accounts payable invoices from vendors, approve the invoices, and create AP vouchers from the AP invoices. - Fields and Options
Use the AP Invoice Approvals form and associated dialog boxes to manage AP invoice approval records or review their contents.