View the Invoice Details
Invoice details include the comments, audit trail, and approval flow.
View comments
To view the invoice comments:
Open the desired invoice.
Click Details > Comments. The Comment History window appears.
Review the comment history.
Click Close then you are done.
View audit trail
To view the invoice audit trail:
Open the desired invoice.
Click Details > Audit Trail. The Audit Trail window appears.
Review the audit trail history.
Click Close then you are done.
View approval flow
To view the invoice approval flow:
Open the desired invoice.
Click Details > Approval Flow. The Approval Flow for Invoice window appears.
Review the approval flow history.
Additionally, take the following actions (as available - your company may or may not have enabled these features):
Add a step: Click the Add button and select an approver to add.
Delete a step: Click the red "X" button to delete the step.
Search for a different approver: Highlight the current approver name, then type in the first three characters of the new approver's name, then select it to replace the current approver.
Submit the invoice: Click the Submit Invoice button.
Click Close then you are done.
