IMU_Mass Approval Report

Mass Approval Report

Use this report to view a list of mass approved invoices. Users can create their own user-defined mass approval queues based upon the search criteria selected from the Mass Approval Report search filters.

The filter options that appear are dependent upon your company configuration.

On the toolbar, point to Process and click Mass Approval.
The Invoice Process - Mass Approval Report search filters appear.
Complete the search filters. Select multiple values by pressing the CTRL key and clicking each selection.
To display loans that have been closed or canceled within a certain date range, type or select the date range in the Cancelled and Closed Only From and To fields.
Select an Exceptions option.
To only include deadlines in the report, select the Include Only Deadlines check box.
Select the type of deadline in the Include Only Deadlines drop-down list.
To include only returned invoices in the report, select the Include Only Returned check box.
To include invoices that have failed an audit, select the Display Invoice that have failed an Audit check box.
To include only routed invoices in the report, select the Include Only Routed check box.
To include only those invoices with P-Notes attached, select the Include Only Invoices with P-Notes check box.
Select one of the following Outsourcer options:
- To include all outsourcers, select All.
- To include specific outsourcers selected from the Outsourcer List, select Include Only Outsourced.
- To exclude all outsourcers, click select Exclude All Outsourced.
Select a 1st Level option.
To filter the report by an invoice's Submitted Date, type or select a date range.
To filter by Starting $ Range and Ending $ Range, type a dollar amount range.
You can enter negative dollar amounts in this field, but the Starting $ Range amount must be less than or equal to the Ending $ Range. Only those invoices pending approval with balances that fall within this range appear.
To sort the results by a specific header, select a heading from the Sort By drop-down lists.
Click Search.
The Mass Approval report appears.
To view additional invoice information, click an invoice number link.

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