Approving or Rejecting an Invoice

In this article, you will learn how to approve or reject an invoice.

NOTE: Before approving or rejecting an invoice in Corpay Complete, you must be added to the invoice approval workflow.

To approve or reject an invoice:

1. Log in to Corpay Complete.

2. Select the Approvals 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 Approvals page, select the Invoices tab.

4. Invoices that are ready for review will display. Choose from the following options to:

• Approve or reject an invoice from the Approval table
• Approve multiple invoices from the Approval table
• Approve or reject an invoice on the Invoice for Approval page

Approve or Reject a Single Invoice from the Approval Table

The Approval table contains a list of invoices that are ready for approval or rejection.

To approve or reject a single invoice from the Approval table:

a. To approve a single invoice from the Approval table, select the approve  icon in the Action column.

b. To reject a single invoice from the Approval table, select the reject  icon in the Action column.

Approve Multiple Invoices from the Approval Table

To approve multiple invoices from the Approval table:

1. Select the checkbox to the left of each invoice to be approved.

2. Select the Bulk Action drop-down and then select Approve.

Approve or Reject an Invoice on the Invoice for Approval Page

To approve or reject an invoice from the Invoice for Approval page:

1. Use one of the following options to open the Invoice for Approval page:

a. Select the invoice number from the Number column.

b. Select the View  icon in the Action column.

2. On the Invoice for Approval page, choose one of the following options:

a. Select the Approve and Next button to approve the invoice and move to the next invoice requiring review.

b. Select the Reject and Next button to reject the invoice and move to the next invoice requiring review.