How to approve an invoice

In order to approve an invoice in Accrualify, a user must be assigned to a manager role and added to an approval workflow in order to receive invoices for approval. 

If these criteria have been met, a manager can log into Accrualify an will see a "for approval" sub-menu item underneath the Invoices tab on the left side navigation. Any invoices that require a manager's approval will appear here.

Click on the Invoice > for approval sub-menu item to access the grid.

You'll be able to see all the invoices ready for you to review and approve or reject. There are a few different ways you can approve or reject invoice from this section. 

Individual approval from the approval grid

The grid will provide you the key details around the invoice at quick glance. You can add additional columns by clicking on the grid editor button () and selecting columns from the drop down.

If this view provides sufficient details about the invoice, you can click on the approve icon () or the reject icon () in the actions column to the right to quick approve the invoice.

Bulk approval from the approval grid

If there are multiple invoices you wish to approve, select the invoices you wish to bulk approve. You cannot bulk reject invoices since explanations are needed and likely to be individualized.

Once you have all invoices selected, click on the "Bulk Action" button in the top left of the screen. Select the "Approve" option from the drop down.

Approve or reject an invoice in the invoice detail screen

If you are reviewing an invoice's details, you can still approve or reject an invoice without needing to go back to the "for approval" grid. At the top right of the invoice detail screen, you will have two buttons, "Reject" and "Approve". Click on the button that is appropriate.