Approve Invoices

If invoice approval routing is enabled, you can approve or reject invoices in the Invoice Approval screen.

You must have access to the Invoice Approval screen. An admin can grant you access via the the Invoice Approval tab in the Accounts Payable Installation screen.
  1. Select an invoice to review.
    Invoice line details display at the bottom of the screen.
  2. At the top right corner of the screen, select the Slider Bar to expand the Document Imaging pane.
    Images such as scanned copies of invoices display.
  3. If needed, select the Edit Invoice link above line details to make changes to the phase, cost type, or routing tree.
  4. Select Routing/Notes to add comments that are viewable by all reviewers in the approval cycle.
  5. When you are done with reviews, edits, and notations select Approve or Reject at the top left corner of the screen to update the status and status image columns.
  6. Select Update Now.
Invoices move through the routing process.
Note: To watch a video on invoice approval, select Show Me How at the top-right corner of the screen. You can also visit the Viewpoint Academy to view the Introduction to Spectrum Accounts Payable tutorial.