How to Submit Invoices for Approval

Fully coded invoices can be submitted for approval in one of two ways: 

• Individually
• In batches

Submitting Individual Invoices for Approval

To do this: 

1. Open the invoice
2. Click Submit for Approval in the top-right corner.
3. In the dialog, click Submit for Approval again to confirm the action.

Submitting Multiple Invoices for Approval

In the tab view, invoices can be submitted for approval in batches. To do this:

1. Select one or more purchase orders.

2. Click Submit for Approval in the top-right corner.

A dialog shows any errors when batch submitting purchase orders for approval. Click Edit Invoice to open the invoice and make any necessary changes. 

Occasionally you may encounter an error when submitting an invoice for approval. If you receive the errors 'No Approval Channels match line items' or 'field failed validation', follow the steps in our linked guides to resolve the errors.