Summary:
In Tasks, you can see the list of tasks that are waiting for your action. These guidelines tell you how to review invoices in the task list. If you need to approve invoices instead, see this article. If you need to view or act on invoices across your organization, go to the Accounts payable tab instead. For more information about AP Pro, please visit AP Pro Training (basware.com).
Instructions:
- Click Tasks > Invoices.
- To expand or collapse the view, click the arrow.
- To view the entire document, click the row.
You can do this from both the expanded and collapsed view.
- When you have checked the data and the invoice is ready to be processed, click Review to complete the task.
The task will disappear from the task list.
Other actions:
If you want to do some other action than review, click the arrow next to the Review button. All available options are shown in a drop-down list. For example, if you want to forward this task to another user, click Forward.