Bulk approve invoices
Use bulk approval after you have reviewed several invoices that are ready for the same decision.
Who can do this
You need company:invoice:approve to bulk approve or company:invoice:reject to bulk reject. Each selected invoice must also be assigned to your current route step.
Before you start
Open any invoice that needs closer review. A bulk decision should contain only invoices that are ready for the same action and, for rejection, the same reason.
Approve several invoices
- Select Invoices in the main sidebar.
- Open the segment your company configured for approval work.
- Select the scope for work that needs your action.
- Select the checkbox beside each invoice you want to approve.
- Select Approve in the bulk action bar above the table.
- Review the invoices listed in the confirmation dialog.
- Complete any company-configured checklist.
- Select the confirmation button, which starts with Approve N and ends with your company's document label.
One common configuration labels the segment Pending Approval and the scope Needs my action. The document word in the confirmation button comes from your company's configured label.
Reject several invoices
- Select the checkboxes beside invoices that need the same correction.
- Select Reject in the bulk action bar.
- Enter the shared Reason (required).
- Select the confirmation button, which starts with Reject N and ends with your company's document label.
Run separate rejection batches when the invoices need different reasons.
What you should see
Clerked reports how many invoices succeeded and how many failed. Successful invoices leave your current work view after the list refreshes.
If something goes wrong
- If Approve and Reject do not appear, confirm that you are in the configured approval segment and needs-action scope.
- If only some invoices succeed, open each failed invoice and check its current route, notices, and allowed actions.
- If the confirmation button is unavailable, complete every required checklist item or rejection reason.