Approve or return an invoice

Review invoice details and approve or return an invoice with the next step understood.

What to do

1. Review before deciding. Open the approval task and review the source document, vendor, totals, coding, validation notices, and the current approval route. Restricted approvers see the information needed for their assigned decision.

2. Choose the decision. Approve when the invoice is correct for your responsibility. Choose Return to AP when it needs AP review again, then add the required reason. The current approval cycle closes and fresh validation and approval start.

3. Confirm routing. The decision buttons appear only when your assignment, access, the invoice state, and approval policy allow them. After your decision, confirm the task closes and the route advances or returns as shown. If the action reports a conflict, reload the latest state before deciding again.

Related

Announced in Clearer invoice review, validation, and Return to AP.