Changing Routing Codes on an Unapproved Invoice

Occasionally you may need to add a person to the routing sequence on an unapproved invoice for special approval. Follow these steps to add a person to the routing list; you must be assigned security level 3 (Job/Routing changes allowed) in order to use this procedure.

  1. On the Site Map, click Accounts Payable > Data Entry > Invoice Approval.
  2. Press Enter to display the invoices assigned to you. Highlight the invoice that you want to change the routing process for, and then click the Distribution button on the lower toolbar.
  3. In the Invoice Approval Distribution window, click the Routing button.

    Note: You must be assigned security level 3 in order to make changes to the routing path.

  4. In the Current Invoice Routing Approval window, add, change, or delete reviewers as needed. Simply select a different Reviewer code from the available list box and click OK to save your changes and return to the main screen.