How to commence invoice approval process

1. Login to the system 

2. Go to the invoice in question 

 

3. If your company has setup automated workflow there are two ways of starting the approval process

Method 1: Automated workflow approval 

This method will follow your approval process as setup during implementation. While in the invoice detail press the start approval button and the process will commence.  

Method 2: Manual approval 

This method allows the admin to select the approver(s) from the user list manually. While in the invoice detail click on the request approval button.

 

A pop up window will show up. Select the desired approver and any desired note.  An e-mail will then be sent to that approver. You can select as many approvers as needed.