Depending on your company's settings, the invoice approval method may vary. After you have reviewed an invoice or made any adjustments, you are ready to approve or reject the invoice. You can only approve or reject an invoice when it has reached your review stage.
Rejecting an Invoice:
Find the invoice you are looking for and click on the Invoice Analysis page of that invoice.
In the bottom right corner, you will have the option to approve or reject the invoice.
Click Reject.
You will be provided with the option to add an internal note. The Rejection Reason Note is added as an internal note that can be seen internally and also on the Law Firm Portal. The Firm Note is not captured as an internal note but will be sent as a note within the rejection email to the user who initially uploaded the invoice (as specified in the field for Vendor Email Address).
Depending on your company's settings, you may also have the option to add an Accounts Payable email address.
If you want to notify the vendor of the approval, make sure the NotifyVendor box is populated with their email. It may be there by default.
Finally, click Reject or Reject and Next Invoice.