|Approve or deny an order||Approve or deny an invoice|
Once a partner submits a purchase requisition it must be fully approved so that it can turn into an order.
You can approve or deny an order from the order editing page, or the order summary page,
To approve or deny an order:
On the homepage, select Manage Orders > Go to the Awaiting Approval tray > Open the invoice > Select Approve or Deny.
Once an order has been fully approved it can still be deleted by the AP Operator or Purchaser.
Check out Approve or deny an order.
After the AP Operator reviews, codes & edits an invoice it's submitted for you for approval.
You can approve or deny an invoice from the invoice summary page, or the invoice editing page.
To approve or deny an invoice:
On the homepage, select Manage Invoices > Go to the Awaiting Approval tray > Open the invoice > Select Approve or Deny.
Once an invoice has been fully approved it will begin the automatic process of posting to your finance system.
Note: Once an invoice has been fully approved it can't be deleted.
Check out Approve or deny an invoice.
|Approve or deny an invoice pack||Approve or deny on the mobile app|
Invoice packs are lists of fully approved, ready-to-pay invoices that can be downloaded for reporting or month end payment runs.
To approve or deny an invoice pack:
On the homepage, select Invoice Packs > Find the pack on the Invoice Pack Status page > Select Approve.
Invoices Packs that have already been approved will only have the option to View.
Invoice Pack details include:
Each invoice details/approval timeline is displayed directly before its relevant invoice.
Check out Approve or deny an invoice pack.
The iCompleat Mobile app is free and available for download for Apple & Android devices.
|Approval nominee||Approver top tips|
An approval nominee is another user who can approve or deny transactions on your behalf when you’re out of office.
To set your approval nominee:
On the homepage, hover over your name in the top-right and select My Profile > Select a user from the Nominee drop-down > Select Update User.
Once you set your approval nominee there will be a grey N icon beside your name.
Just remove the approval nominee from your profile when you return so you can continue to approve invoices as normal.
Note: iCompleat administrators can set up an approval nominee for other users.