Track an invoice during the approval process

Invoice processors can perform this task.

You can easily monitor and track invoices during the approval process in Invoices > Invoice processor > Invoices.

By using the Approvals and In review tabs, you can specifically track invoices that currently need approval by a manager or Finance users.

The All invoices tab provides an overview of all invoices that have been captured in Perk for your company, including all rejected invoices.

Note: Invoices with statuses In Approval, In review, Ready for export, and Exported cannot be edited. The fields are read-only when the invoice is submitted.

As an invoice processor, you can recall an invoice at any stage in the approval process if you want to edit it.

 

 

 

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