• CLM6 Mimic

    • Invoices - Inbox - Move invoices directly to Archive

    Owned by Rachael McMullen
    Last updated: Sept 25, 2023
    1 min read

    You may complete a bulk move of ALL your invoices in Inbox and send them directly to Archive, skipping the approval and payment process of the invoice.

    1. Click on the action button Massive Move to Archive - WKF.

    2. Click Start to begin the process.

    An AP Export will NOT be created for the invoices.

    1. Confirm the Move To drop down is populated with Archive

    2. Enter a reason as to why the invoices are being archived.

    3. All the invoices in the Inbox will be auto-selected!

    4. Click Send to complete the workflow.

     


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