Verify Stages & who can action an invoice

Finding the route & who can action

Clicking the down arrow under any stage will tell you the route the document is on and who can action it.

Stages

The document is waiting to be processed by the Finance/Triage team. The document should be checked for the correct header & line information. Optionally coding or matching can be completed at this stage.

The document is waiting for confirmation that the goods or services were delivered.

The document is waiting for the coding to be added (expense & PO invoices) and/or the lines to be matched/linked (PO invoices only).

(Expense invoices only) The document is at one of the approval stages waiting to be approved.

The document has been approved and is waiting for it to be reviewed prior to posting.

The document is waiting to be posted to your ERP. If the document has been at this stage for over 1 hour, please contact support at [e-mail] to investigate the issue.

No further action required. Either the document has been posted or closed. Closed means it was rejected by an Approver or Reviewer and closed by the Finance/Triage team.

The document was deleted at triage by the Finance Team.

The document was rejected back to triage or code by an Approver or Reviewer.