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Fixing a bill that needs review

An email notification will be received by the bill creator when a bill has been tagged needing review by an approver.

Needing review status can also be viewed on the Overview page, in the bulk pay grid, under the Approvers column. Needs review will be noted by an orange icon and an X 

Overview_-_denied_status.png

Edit and reassign

  1. From the Overview page, click on the invoice # showing a denied status
  2. Review notes entered by approver Needs_reveiw_bill.png
  3. Click Edit & reassign
  4. Make necessary edits
  5. Click Save

Bill will now automatically be reassigned to all approvers starting with approver #1.

Duplicate Bill

  1. From the Overview page, click on the invoice # showing a denied status
  2. Review notes entered by approver 
  3. Click the three dots next to Edit & reassign Edit_and_reassign_button.png
  4. Click Delete Bill                                                                                                                                                                                                                                                                                             Delete_bill.png

 

 

 

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