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How to approve, reject or reassign a Supplier Invoice

Users with approval access can easily approve, reject or reassign a supplier invoice within the platform

Step by Step Guide:

    Approve supplier invoice

    1. Navigate to APPROVE > Supplier Invoices.

    2. Check the box next to the approver's name. Click Approve.

    3. A message will appear at the bottom of the screen confirming the approval.

    Reject a supplier invoice

    4. Navigate to APPROVE > Supplier Invoices.

    5. Check the box next to the approver's name. Click Reject.

    6. Enter a Supplier Invoice Reject Comment and click Reject.

    A Counta system message and email will be sent to the employee advising that their invoice has been rejected. The employee must make the requested changes and re-submit for approval.

    Reassign a supplier invoice

    7. Navigate to APPROVE > Supplier Invoices.

    8. Check the box next to the approver's name. Click Reassign.

    9. Click Select.

    10. A message will appear at the bottom of the screen Reassign Successfully.

    A Counta system message will be sent to the new approver advising them that they have a supplier invoice to approve.