How to Approve/Reject PO's/Invoices/Payments in Manager Portal?

Approving an Invoice/PO/Payment can be done in two ways:

A) Approving through Details Page

1.Click on the link in approval request email received from accrualify.

2.Login to your accrualify account.

3.The system will redirect you to the po/invoice/payment you need to review.

4.Enter any comments in chat feature. By selecting the user, system will also send email notification to the user for comment posted on the invoice.

5.Review the invoice and click on Approve button to approve or Reject button to reject the invoice.

B) Approving through List Page

 1.Login to your accrualify account.

2.On the right side of Dashboard Page, you will see a section named “Actionable Items”. This section displays the count of invoices, po’s and payments you need to review.

3.Click on any of the tab (PO/Invoice/Payment Requiring your approval). It will direct you to “For Approval tab”.

4.Click on Tick button to approve the invoice and “X” button to reject it. 

On rejecting the record, system will ask you to enter the comments for rejecting the invoice.