Invoice Routing

Routing enables you to direct invoices to other users within your company for review. Routed invoices are added to the recipient's Pending Routes queue on the Home page. The recipient must respond to a routed invoice with a comment and can either complete the route (makes route inactive) or reroute the invoice back to the original sender (keeps route active). Active routes prevent an invoice from being approved. The following options are available for invoice routing:

• Create a route: When an invoice does not have an existing active route (route awaiting a recipient response), you can route the invoice to another user.
• Mass route: You can route multiple invoices at a time to a user. You must be assigned to the Mass Invoice Routing permission to use this function.
• Recall a route: After you initiate a route and before the recipient responds to it, you can recall the routed invoice should you decide to cancel the route or re-route the invoice to a different recipient.
• Respond to a route: When an invoice is routed to you, you must respond with a comment and either complete the route or reroute the invoice back to the original sender.
• Access and work a routed invoice initiated by another user: When an invoice is initiated by another user or routed to another recipient, you can reroute this invoice to a different recipient or to yourself in the event the original recipient is unavailable to respond.