|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, click Manage Orders > Go to the Awaiting Approval tray > Open the invoice > Click 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 to 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, click Manage Invoices > Go to the Awaiting Approval tray > Open the invoice > Click 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, click Invoice Packs > Find the pack on the Invoice Pack Status page > Click 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 Create & approve invoice packs.
The iCompleat Mobile app is free & 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 & click My Profile > Select a user from the Nominee drop-down > Click 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.