The Approve Invoices list displays all invoices requiring review. It is similar in layout to the Transaction Summary.
In the Financials module center 
, under Transactions, click Approve Invoices.
You can also Approve, Approve and Post, or Reject invoices from anywhere an invoice can be generated, such as the TC Payment Schedule and TC Billing Schedule.
Viewing Invoices
To view the details of an invoice either in a viewer or as created in Operations, click its link in the Description column.
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.
Approving Invoices
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.
Reviewing Invoices
To review a printable invoice, do one of the following:
- Click Review in the Action column.
- On any invoice generation form, open the invoice.
In the invoice, do one of the following:
- Click
and then enter a Comment, if required. - Click
and then enter a Comment, if required. The Transaction Data Entry form or Journal Entry form opens, so you can post immediately. - Click
and then enter a Comment that tells the reason for the rejection.
List Functions
The Approve Invoices list is a standard IMOS list, so you can sort it, filter it, do a Quick Search, and create custom Views for it. You can use logical operations to filter particular columns in the list.
| Name | Description |
|---|---|
| Invoice Approvals by Type | |
| Invoice Postings by Type | |
| Invoice Rejects by Type | |
| Enable Non Voyage Journal Approval | |
| Non Voyage Invoice Approval Needed | |
| Journal Approval Needed | |
| Invoice Approval Needed | |
| Show Only Approve and Post | |
| Auto Approve Invoice by Type | |
| AR Invoice Approval Needed | |
| Lock Financial Invoice After Approval |