How To: Approve / Reject an Invoice

1. Head to Worklist > All

2. Go to the Invoices Tab and click on Invoices Submitted By Provider for Approval.

3. Click the Action/Acquire/Takeover (N1) button next to the invoice you wish to approve/reject/hold.
   • Note: Clicking the Invoice Number (N2) takes you to the Manage Invoice screen. Invoices cannot be approved from this screen.

3. On the Review Invoice screen, check the Invoice details (N3).

4. After reviewing the Invoice, take ONE of the following actions. 

Approve:

• If the Invoice Total is Within Your Approval Limit:
  1. Enter your Approve/Reject/Hold Comment (N4) and click Approve (N5).

• If the Invoice Total Exceeds Your Approval Limit:
  1. The Review Invoice screen will display a warning that the approval amount exceeds your limit (N6).
  2. Instead of the Approve button, you’ll see a Financial Escalation button (N7).

3. Enter your Approve/Reject/Hold Comment, then click Financial Escalation.
4. A pop-up window will appear. Select the Approval Workgroup and optionally specify the Approval Manager you’d like to send it to.
5. Click Submit.

Reject/Hold:

• If the Invoice needs to be Rejected or Put on Hold:
  1. Enter your Reason in the Approve/Reject/Hold Comment field.
     1. For rejection, click the Rejct button. The provider can resubmit if needed.
     2. To put the invoice on hold, click Hold