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Entering AP Unapproved Invoices

AP Unapproved Invoice Entry captures invoices that route for approval before posting. After review, post them with Posting AP Unapproved Invoices.

Before you start​

  • Vendor exists.
  • You have invoice details and know the reviewer or reviewer group (unless job-driven defaults apply).

Steps​

  1. Open AP Unapproved Invoice Entry.
  2. Enter the Month (entry/tracking month—not the GL posting month). Prefer the current month so aging of unapproved invoices is clear.
  3. Enter vendor number, invoice number, invoice date, and invoice total.
  4. Optionally enter AP lines (job, inventory, GL, and other types) before routing.
  5. Assign a reviewer or reviewer group when needed. If coding is driven by job number, leave the header reviewer group blank so job defaults can apply.
  6. Save to route the invoice for approval.

Notes​

  • The entry month is for tracking only; GL month is chosen at posting.
  • Wrong reviewer assignment delays approval—confirm routing before save.