Disapproved invoices

In the Invoice Processing / Disapproved menu, you will find all the invoices that have been disapproved during the review process.

Modifying and Resubmitting a Disapproved Invoice

A disapproved invoice is assigned the status 'Disapproved - New.' By clicking on the invoice row or the pencil icon, you can adjust the coding. The 'Remarks' section provides insight into why the invoice was disapproved and outlines the necessary changes. In the header of the invoice, you can modify the status. For instance, you can put the invoice on hold if additional questions need to be addressed before it can be resubmitted. Alternatively, you can change the status to 'Disapproved - Ready to Send,' indicating to colleagues that the invoice is prepared for resubmission into the review process. After making any necessary alterations, you can save the invoice using the buttons at the top of the screen and then resubmit it for review from the overview. You also have the option to directly select 'Save and Send' from within the invoice.

Definitively Disapproving an Invoice

You can definitively disapprove an invoice by clicking on the three dots at the end of the row.

Definitively disapproving an invoice cannot be undone. In the Archive, you can filter for all invoices that have been definitively disapproved.

Generating a Verification Report

If you possess the appropriate permissions, you will see a button labeled 'VerificationReport' at the top of the menu. Clicking on this button generates a report containing all invoices with the status 'To be sent.' Within this PDF, you will find details such as the total amount of the invoices that you are resubmitting, along with their associated coding. This is useful for quickly reviewing what is ready for resubmission and review at a glance.

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