Invoices Awaiting Approval

This area contains invoices received from suppliers via EDI, EDI Lite or CSV Upload where the invoice hasn’t automatically been processed into Purchasing for one of the reasons below:

Invoices for Orders Not Booked Off

This shows invoices received from suppliers but the order hasn’t been booked off.  You can click into the invoice and click on Book Off.  You will be taken to the Orders Outstanding page where you can select the order and Book it Off.

New Invoices Awaiting Approval

Invoices have been received but there isn’t an order to match the invoice against, for example an order may have been placed over the phone rather than created in Orders.  You can click into the invoice and either Approve it or Dispute it and request a credit note from the supplier.

Invoices Outside EDI Threshold Awaiting Approval

Your company has a tolerance value set in the system, any invoices received outside of this tolerance will need to be approved or disputed.  You can click into the invoice, the differences will be highlighted in red.  You can either Approve it or Dispute it and request a credit note from the supplier.