Approve an Invoice

This topic provides the steps to approve invoices in the following ways, click a method to be taken directly to those instructions:

 

 

Approve an Invoice through the Worklist

Use the following steps to approve an invoice through the Worklist.

Note: Pop-ups must be enabled in Mozilla Firefox  in order to access items from the Worklist.

Step Action Illustration

1

 From the dashboard, click Tools and select Worklist.
 
The Worklist: Notifications and Approvals page appears.

2

 Click the Financials tab. All available invoices appear in the list below.  

3

 Click the Title of the desired invoice to be approved.
 
The Approval of Invoice popup appears.

4

 Click the Invoice Number. The invoice opens in a new browser window.

5

 Review the invoice details for accuracy.  
  • Click the Status for the Status Summary.
  • Click the Invoice Amount for the Totals Summary.
When finished, close the browser window.
 
Note: If revisions are needed, see Manage an Invoice for additional guidance.

6

 On the Approval of Invoice screen, click Approve. The popup closes, and the invoice notification disappears from the list. The process of approving an invoice through the Worklist is complete.
 
Note: If the details are incorrect, see Reject an Invoice. If you need more information before approving the invoice, see Request More Invoice Information. If the distributions or other invoice details need to be edited before approval, see Manage an Invoice.

 

Approve an Invoice from the Invoices Page

Use the following steps to approve an invoice from the Invoices page:

Step Action Illustration

1

 From the dashboard, click Payables and select Invoices. (Or, depending on access, simply click Invoices from the dashboard.) The Invoices page appears.

2

 In the Approval infotile, click Pending. All pending invoices appear in the list below.

3

 In the row of the desired invoice to be approved, click the linked notification.
 
The Approval of Invoice notification opens in a new browser page.
 

4

 Click the Invoice Number.
 
The invoice opens in a  new, separate browser window.
 
Review and approved the invoice as shown in Steps 5 and 6 of the Approval through the Worklist, above.

 

Approve an Invoice from the Payables Dashboard

Use the following steps to approve an invoice from the Payables Dashboard.

Note: Only some users will have access to the Payables Dashboard.

Step Action Illustration

1

 From the dashboard, click Payables and select Payables Dashboard. The Payables Dashboard appears.

2

 Under the Invoices Requiring Attention section, ensure the Requiring My Approval tab is activated. Any invoices assigned to you for approval are listed.
 
 

3

 In the row of the desired invoice to be approved, click the linked notification (under the Title column).
 
The Approval of Invoice notification opens in a new browser page.
 

4

 Click the Invoice Number.
 
The invoice opens in a  new, separate browser window.
 
Review and approved the invoice as shown in Steps 5 and 6 of the Approval through the Worklist, above.

 

Approve an Invoice through Recent Notifications

Use the following sptes to approve an invoice through Recent Notifications. Note: Pop-ups must be enabled in Mozilla Firefox in order to work on items from the Recent Notifications bell icon.

Step Action Illustration

1

 Click the Recent Notifications icon and select the desired invoice to approve. The Approval of Invoice popup appears.
 

2

 Click the Invoice Number. The invoice opens in a  new, separate browser window.
 
Review and approved the invoice as shown in Steps 5 and 6 of the Approval through the Worklist, above.

 

Approve Multiple Invoices through the BPM Worklist

Use the following steps to approve multiple invoices through the BPM Worklist.

Note: Pop-ups must be enabled in Mozilla Firefox in order to access items from the BPM Worklist.

Step Action Illustration

1

 In the top right, click the Recent Notifications icon. The Pending Notifications menu expands.  

2

 Click More Details to open the BPM Worklist.  
 

3

 Select all desired invoices by clicking in the appropriate row and pressing the <Ctrl> key on the keyboard while selecting subsequent invoice rows.
 
Note: To open and review the invoices first, click the notification title to open the notification and access the link to the invoice.

4

 Click Actions and select Approve.

5

 Type appropriate comments and click OK.
 
The Enter Comments popup disappears, and the invoice notifications disappear from the BPM Worklist.
 
The process for approving multiple invoices through the BPM Worklist is complete.

 

Approve Invoices by Property

Use the steps to approve invoices by property via the BPM Worklist.

Note: Pop-ups must be enabled in Mozilla Firefox (your internet browser) in order to work on items from the BPM Worklist.

Step Action Illustration

1

 In the top right, click the Recent Notifications icon. The Pending Notifications menu expands.  

2

 Click More Details and select Financials from the drop-down menu.
 
The BPM Worklist popup appears.

3

 On the left in the Views section, click the property for which invoices need approval. The invoices are listed on the right.
 
Note: In the Views section, the total number of invoices per property display in parentheses next to the property. If you do not see a number, click the Refresh icon.

4

 In the row of the desired invoice to be approved, click the linked notification.
The Approval of Invoice notification opens in a new browser window.
 

5

 Click the Invoice Number. The invoice opens in a  new, separate browser window.
 
Review and approved the invoice as shown in Steps 5 and 6 of the Approval through the Worklist, above.
 

Updated 9/19/2018 JM