Who can approve, challenge or reject invoices
Anybody can do it who has been set as a responsible person in the approval policies. The invoice will automatically show up for the person who is responsible for it.
Approve, challenge or reject an invoices
If you are not the correct approver, you can forward invoices to be approved by another person.
What happens if you choose a certain action:
Approve: Once the invoice has been approved, it either gets moved into the "Pay" tab or into the "Export" tab - depending on what features you use.
Challenge: The person that submitted the invoice will be notified via email that you are challenging their invoice and the invoice will be moved back to "Review" with the status "Needs Review". The submitter can then add additional information before they submit the invoice again.
Reject: The person that submitted the invoice will be notified via email and the status will be changed to “Rejected”.
This is how you can approve, challenge or reject an invoices
Click on "Invoices" > open the "Approval" tab
Choose an Invoice that you want to approve
Check if the Invoice details are correct
If the details are correct click on "Approve".
If you want to challenge or reject the invoice, click on "Challenge" and the select "Reject invoice" or "Send back to review" to challenge the invoice. You can leave an optional comment to give more context to your action and make sure to submit your action.