Step 5: Process Invoice

• Review the invoice and ensure that all required information, such as invoice lines and dimensions, is filled in according to your organisation’s guidelines.
• If the invoice is correct, click "Approve." Add a comment if the invoice needs to be expensed differently or if additional context is required.
• Click "Forward" to send the invoice to a colleague if further review or approval is needed.
• Click "Reject" if the invoice is incorrect or does not match expectations, and contact the Finance department if necessary.
  
  

See Also - Using Workflows in the Invoice

Screen Resolution

• If your screen resolution is too low, you might only see invoice lines, not the full invoice.
• Adjust the browser zoom by pressing the Ctrl+ minus (-) to view the entire content.
  
  

Step 6 - Customizing the Invoice Screen >