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How to Approve or Decline Invoices
How to Approve or Decline Invoices
Cassie Crail avatar
Written by Cassie Crail
Updated over 3 years ago

Once an invoice is processed and uploaded to your dashboard it requires all designated approvers to review, and either approve or deny. After it's approved it can be successfully paid through Glean.

Approve from the invoice view:

  1. Select Invoice from left navigation panel

  2. Select Needs Approval (this will filter for invoices needing your approval)

  3. Click into desired invoice

  4. Review invoice

  5. Click Approve or Deny

Approve from the invoice table:

  1. Select Invoice from left navigation panel

  2. Select Needs Approval (this will filter for invoices needing your approval)

  3. Select Approval status

  4. Click Approve or Deny from dropdown

Bulk approve all invoices:

  1. Select Invoice from left navigation panel

  2. Select Needs Approval (this will filter for invoices needing your approval)

  3. Select All using the box on top left corner of invoice table

  4. Click Approve or Deny

To ensure the correct approvers are set read this article: How to Manage Approvers

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