Restarting an Invoice Approval Workflow

In Corpay Complete, Admin users can restart an invoice approval workflow. Users can restart the approval workflow of a single invoice or multiple invoices using the Bulk Action feature. Invoices must have a Status of Pending before the approval workflow can be restarted.

This article describes how to perform the following tasks:

• Resetting an Invoice Status
• Restarting a Single Invoice Approval Workflow
• Restarting Multiple Invoice Approval Workflows

NOTE: The visibility of fields and information in Corpay Complete is based on roles and permissions assigned to users in addition to company configuration. As a result, some fields or information may not be visible or may only be available in a view only format. Follow your company’s accounting processes when completing tasks in Corpay Complete.

Resetting an Invoice Status

This section describes how to reset an invoice status so that the approval workflow can be restarted. These steps are only necessary if the invoice Status is not equal to Pending.

1. Log in to Corpay Complete.

2. Select the Invoices menu item from the left-side navigation pane.

NOTE: The visibility of pages and information in Corpay Complete is based on roles and permissions assigned to users by a company as well as company configuration. As a result, the pages in your left-side navigation pane may be different from the pages in the image above.

3. On the Processing Invoices tab, enter the invoice number in the Invoice Number Filter field.

NOTE: If you cannot find the desired invoice on the Processing Invoices tab, search for it on the All Invoices tab.

4. Use one of the following methods to open the Edit Invoice dialog:

• Select the invoice number from the Invoices table. On the Invoice Details page, click the Edit Invoice button.

• In the Invoices table, select the Edit  icon in the Actions column of the invoice to be reset.

5. On the Main tab of the Edit Invoice dialog, select Pending from the Status drop-down.

6. Click the Submit button.

7. The invoice Status will be reset to Pending.

Restarting a Single Invoice Approval Workflow

This section describes how to restart the approval workflow of a single invoice.

NOTE: Reset the invoice Status if it is not equal to Pending.

1. Select the Invoices menu item from the left-side navigation pane.

NOTE: The visibility of pages and information in Corpay Complete is based on roles and permissions assigned to users by a company as well as company configuration. As a result, the pages in your left-side navigation pane may be different from the pages in the image above.

2. On the Processing Invoices tab of the Invoices page, enter the invoice number in the Invoice Number Filter field.

NOTE: If you cannot find the desired invoice on the Processing Invoices tab, search for it on the All Invoices tab.

3. In the Invoices table, select the invoice number or click the View  icon in the Action column.

4. The Invoice Details page will display.

5. On the Invoice Details page, scroll to the Approval Workflow pane.

6. Click the Restart button.

7. The approval workflow will be restarted.

Restarting Multiple Invoice Approval Workflows

This section describes how to restart the approval workflow of multiple invoices using the Bulk Action feature.

NOTE: The Status of each invoice must be reset if it is not equal to Pending.

1. Select the Invoices menu item from the left-side navigation pane.

NOTE: The visibility of pages and information in Corpay Complete is based on roles and permissions assigned to users by a company as well as company configuration. As a result, the pages in your left-side navigation pane may be different from the pages in the image above.

2. In the Invoices table on the Processing Invoices tab or All Invoices tab, select the checkboxes to the left of the invoices that need to have approval workflows reset.

3. Click the Bulk Actions drop-down and then select the Create/Reset Approval Workflow option.

4. In the Bulk Approval Workflow dialog, click the Ok button.

5. The approval workflow will be restarted for each invoice.