Approve Invoice
Article Content: Guide on reviewing, verifying, and approving posted invoices to move them to payment processing, including adding or removing invoices form a payment batch.
Step-By-Step
Step 1:
Navigate to Account Payable → Invoice → Approve Invoice.
Step 2:
Use the filter options to search for invoices:
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Vendor ID – Enter the specific vendor ID to filter invoices.
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Like – Use this to perform a partial match search for Vendor ID or name.
Step 3:
Review the invoice details displayed in the rows:
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Vendor ID – Unique identifier of the vendor.
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Vendor Name – Official name of the vendor.
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Vendor DBA Name – Vendor “Doing Business As” name, if applicable.
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Invoice # – Invoice number submitted by the vendor.
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Voucher ID – System-assigned voucher for the invoice.
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Invoice Amount – Total amount of the invoice.
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Voucher Date – Date of voucher creation.
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Invoice Date – Date on the vendor’s invoice.
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Reference – Any reference notes associated with the invoice.
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Entered By – User who entered the invoice into the system.
Step 4:
After verifying the details, click Post to authorize the invoice for payment.
Step 5:
The approved invoice will now be ready for payment processing and will reflect in the vendor’s account and the General Ledger.
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