Accounts Payable Module: Your Invoices

The Your Invoices section allows you to access all your invoices in the system to authorize or reject invoices for payment.

Note

Note that each invoice has to be individually authorized/rejected.

The invoices in the system are classified into the following subsections:

Waiting For Authorization – This section displays all the invoices that are still waiting for authorization for payment.
Authorized – This section displays all the invoices that are already authorized for payment.
Rejected – This section displays all the invoices that are rejected for payment.

On the Accounts Payable > Home page, press the Your Invoices widget or Your Invoices in the left navigation panel.Your Invoices subsections are displayed.
Note
On pressing the Your Invoice widget, you will be redirected to the Accounts Payable > Invoices Waiting For Authorization page by default.

For more information, refer to the How to View Your Invoices.

How to View Your Invoices

You can view your invoices based on their approval status.

For more information refer to the following sections:

Note

You can enter 2 or more characters from the invoice number or supplier’s name in the quick search to narrow down the search for a particular invoice.

The invoices that match the search criteria are displayed.

To view invoices that are waiting for authorization for payment, follow the steps below.

On the left navigation panel, press Your Invoice > Waiting For Authorization.The Accounts Payable > Invoices Waiting For Authorization page is displayed.
Press anywhere in the row of the invoice you wish to view. The Reconcile Invoice page is displayed.

Depending on the user permission settings, you can authorize/reject the invoice by pressing Authorise or Reject.
To edit the invoice, press Edit, and make the necessary changes.
To delete the invoice, press Delete and confirm the deletion of the invoice.

The invoices waiting for authorization are further classified into the following:

Your Invoices Waiting For Authorization From Other Users – Displays all your invoices that are waiting for authorization from other users.
Other Users’ Invoices Waiting For Authorization From You – Displays all the invoices from other users that are waiting for your authorization.

To view invoices that are authorized for payment, follow the steps below.

On the left navigation panel, press Your Invoice > Authorised.The Accounts Payable > Authorised Invoices page is displayed.
Press anywhere on the row of the invoice you wish to view. The Accounts Payable > View Invoice page is displayed.

You can export the invoice to your integrated accounting software like Xero, QuickBooks, etc
To edit the invoice, press Edit, and make the necessary changes.
To delete the invoice, press Delete and confirm the deletion of the invoice.
To print the invoice, press Print, and press the Print icon on the invoice dialog.
To download the PDF format of the invoice, press Download PDF.

The invoices that are authorized are further classified into the following:

Your Invoices Authorised By Other Users – Displays all your invoices that are authorized by other users.
Other Users’ Invoices Authorized By You – Displays all the invoices of other users that you have authorized.

To view invoices that are rejected for payment, follow the steps below.

On the left navigation panel, press Your Invoice > Rejected.The Accounts Payable > Rejected Invoices page is displayed.
Press anywhere on the row of the invoice you wish to view. The Accounts Payable > View Invoice page is displayed.

To edit the invoice, press Edit, and make the necessary changes.
To delete the invoice, press Delete and confirm the deletion of the invoice.

The invoices that are rejected for payment are further classified into two sections:

Your Invoices Rejected By Other Users – Displays all your invoices that are rejected by other users.
Other Users’ Invoices Rejected By You – Displays all the invoices of the other users that you have rejected.

Updated on October 29, 2024

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