The Approve Invoices list displays all invoices requiring review. It contains selection boxes that enable you to approve more than one invoice transaction at a time.
On the Financials menu 
, under Invoices, click Approve Invoices.
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- To create a new invoice, click
and then complete the Transaction Data Entry form.
Invoice Details
To view the details of an invoice, either or as created in Operations, on the Approve Invoices list:
- For the printable invoice, click its row.
- For the Operations invoice, in the Description column, click its link.
Approving, Posting, or Rejecting Invoices
To approve, post, or reject invoices, you must have Module Rights Approve an Invoice, Post an Invoice, or Reject an Invoice. Approving, posting, and rejecting invoices can be limited to particular invoice types with configuration flags.
You can Approve, Approve and Post, or Reject invoices from anywhere an invoice can be generated, such as the TC Payment Schedule and TC Billing Schedule.
Note: You will not be able to reject more than one invoice at the same time.
From the Approve Invoices List
To approve one or more invoices, select the check box in front of each invoice you want to approve and then click Approve at the top of the list.
From Invoice Details
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Do one of the following:
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Reversing Invoices
To reverse invoices, you must have Module Rights Reverse an Invoice and Reverse a Payment. Reversing invoices and payments can be limited to particular invoice types with configuration flags. Note: Payments must be reversed/cancelled first, then invoice reversed, before the invoice can be deleted.
You can Reverse invoices in multiple ways
From the Transaction Summary List
To reverse one or more invoices, select the check box in front of each invoice you want to approve and then click Reverse at the top of the list.
From the Transaction Data Entry Screen
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Perform the following:
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