Bulk Approve Invoices

Bulk Approve Invoices (Purchase Orders)
In many operations, for control purposes, the processing of adding purchase orders and invoices is separated from the process of approving same.  The Bulk Approve Invoice application, provides a convenient way to review and approve purchase orders and invoices.

 

Contents

 

Interface

The Tool Bar outlined in red above has options to:

The list of invoices to be approved shows Purchase Orders with a background color of beige and Invoices with a background color of light blue.

You can filter the list by invoice date by clicking on the Invoice Date button on the tool bar.  Once you select a date, the list will only display invoices dated up to and including the date you selected.

You can view the details of an invoice or purchase order by clicking on the + sign to the left of the line item.  You can use the Expand All and Collapse All buttons on the Tool Bar to expand or collapse all of the items in the list.

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Bulk Approve Invoices (and Purchase Orders)

Bulk Approve Invoice as the title suggests provides the option to approve open invoices and received purchase orders as a batch.   By approving the invoices, they will be posted to accounts payable. 

Step 1: Select Invoices to Approve

Once you have selected the appropriate date filter as described above, you can approve invoices (and purchase orders) in one of two ways:

  1. Select invoices individually by clicking on the check box to the left of the invoice or
  2. Select all invoices by clicking on the Select All button on the Tool Bar.

Note: Invoices which are incomplete will not appear in the list.  Purchase Orders, where the invoice number has been omitted will have the cell highlighted in yellow.  You cannot approve a purchase order until the invoice number has been entered the invoice number can be entered in line on the grid).

Step 2: Approve Invoices

Once you have selected the invoices to approve, click on the Approve button on the Tool Bar.  The invoices will disappear from the list once they are approved.

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