Manually Approving an Invoice

To access this option, you must be assigned to the Standard permission group. Contact your company's system administrator for more details.

If the invoice has one or more adjustments that have not been addressed by the vendor, the invoice cannot be approved.

Follow internal review procedures before approving.

1. Locate the invoice you want to approve.

   The Invoice Detail screen appears.

2. Click the Approve link.

   If you are logged on as an outsourcer, click Recommend Approval.

   The Invoice Approval window appears.

3. Complete the following options according to your company configuration:
   • To modify the invoice's CAW code, click the Click here to change the Corporate Advanced Payee Code for this invoice link. See Editing CAW Code by Invoice Level or Editing CAW Codes by Line Item Level for more details.
   • In the Add a comment field, type a comment as needed.
   • In the Approval Comment Defined field, select an approval comment as needed.
   • Select the Separate Check option to disburse a separate check.
   • In the Add a Memo field, type a memo to disburse a separate check for the general services invoice.
4. Click Approve.
   • Your ability to approve an invoice relies on your approval limit. If the approval amount exceeds your approval limit, an Accept button appears instead of Approve. Click Accept. The invoice moves into a queue of a user with a higher approval limit to review and approve.
   • If you are logged on as an outsourcer and recommend servicer approval of the invoice, click Recommend Approval.