Corpay Complete helps organizations enhance invoice automation by simplifying and automating invoice processes, including invoice approval workflows. Our automated invoice approval workflows increase efficiency by making sure that invoices are approved efficiently so that payments can be made quickly.
After users finish processing invoices, they are automatically routed to approval workflows. Users may also choose to manually submit invoices for approval outside from automated approval workflows. In this article, you will learn how to approve invoices that have been routed to you from an automated or manual workflow.
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.
To approve invoices in Corpay Complete:
- Log in to Corpay Complete.
- Select the Approvals menu item from the left-side navigation pane.
- Select the Invoices tile.
- Use the Advance Filters or locate the desired invoice in the Invoices table.
- Select the invoice number in the Number column or click the View
icon in the Action column.
- Confirm all details about the invoice, including debit entries, on the Invoice for Approval page.
- Click the Approve and Next button to open the next invoice for review.
- Repeat step 6 and 7 for each invoice.
- Approved invoices will be available for payment on the Pay Invoices tab.
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