Sending an invoice for review is necessary when someone needs to verify or modify details before it can be submitted for approval. This process is applicable only to Non-PO Invoices. For PO Invoices, ensure they are sent for review prior to mapping them to the Purchase Order (PO).
Prerequisites
Admin access in ProcureDesk
Access to the invoice module in ProcureDesk
Step-by-Step Instructions
Activate the 'Invoice Review' option:
Switch to the "Admin" section.
Go to Configurations (on the left side menu) > Company Settings > Invoice.
Under Invoice, check the box for "Send Invoice for review" and save.
Sending an Invoice for review:
Open the Invoice
Access the invoice and complete the necessary header details.
Select the Contact
In the "Other Details" section, choose the contact to whom the invoice should be sent for review.
Send for Review
Click the "Send for Review" button.
FAQs
Can I send a PO Invoice for review?
Yes, but it must be sent for review before it is mapped to the PO.