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Invoices Pending Approval: Select the invoices pending approval from the drop-down list. Valid values are For me, By another approver/level, or All.
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If you don’t see invoices when you are in the Inbox - check the Invoices Pending Approval filter first! The Inbox auto-filters to show invoices where you are the next approver. |
On Hold? Select if the invoice is on hold from the drop-down list. Valid values are Yes or No.
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Columns available in the Inbox
Column | What it means… | |
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App to Approval - To Paybox | A green check mark will be visible when you are the next approver. Click the green check mark to approve the invoice. | |
App Approval - History | See who has approved the invoice to-date. | |
Vendor | The billing vendor. | |
Account | Click the Account Number to view a snapshot of previously received invoices and key action dates.  | |
Account Description | The client-defined description for the account. | |
Invoice Number | Click the Invoice Number to see your Invoice Detail, Contract detail, History Approvals, Invoice Comments, and a PDF invoice image. Read more about what you can do in this article. | |
Corporate Name | The corporate name associated with the received invoice. | |
Status | You may select Place On Hold for the invoice, which will prevent the invoice from being approved until the hold is cancelled. If the invoice is on hold, a red clock icon will be populated under this column. | |
Generate TicketCreate Incident | A quick link to open a parser query with Asignet. This will alert our Ops Team to review the data capture and make any corrections necessary. | |
Ticket # | The system generated ticket number associated with this invoiceTracking | Click on the spyglass to view the incident progress. |
On Hold - Date | Populates when the action link Place On Hold is selected. | |
On Hold - Days | Populates when the action link Place On Hold is selected. | |
On Hold - User | Populates when the action link Place On Hold is selected. | |
Validations | There are multiple validations that can be present in the Inbox as they vary by client. Check out the different validations and how to resolve them in this article. *Note: you may not be able to approve an invoice if there is an unresolved validation. | |
Date - Invoice | The invoice date. | |
Date - Due | The date when payment is due. | |
Invoice Amount - Cur | The standardized currency of your invoice (i.e. USD, CAD, GBP). | |
Invoice Amount - Converted | The standardized / converted Current Charge amount. | |
Invoice Amount - Past Due | The standardized / converted Past Due amount. | |
Invoice Amount - Cur | The native currency of your invoice (i.e. USD, CAD, GBP). | |
Invoice Amount - Original | The native Current Charge amount. | |
Invoice Amount - Past Due | The native Past Due amount. | |
Time Line | The number of days the invoice has been in the Inbox. | |
Update | Refresh your invoice with the new GL codes or validation changes. | |
Pending to Archive | This will populate when the action Massive Move to Archive - WKF is selected. Read more about this here. |