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Step 2: Pre-Approved Invoices

While creating an invoice, you can specify that it's been pre-approved.

  1. After selecting the firm or vendor, select the invoice approver from the "Invoice Has Been Approved By" drop-down list.

    The "Comments" text box of the invoice automatically includes a statement with the name of the person who entered the pre-approved invoice and the approval date. The approval chain area displays only the selected approver.

    If you do not see the appropriate user’s name in the drop-down list of invoice approvers, the user may not have approval permissions. Site administrators determine invoice approvers from Application Administration.
  2. If you do not want to pre-approve the invoice, keep "None, Approval Required" as the selection in the drop-down list.
  3. After you specify the approval state, click Continue to move on to the next step.
    Invoice Has Been Pre-Approved
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