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  • Created by Former user, last modified by Former user on Jun 08, 2018
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Overview

This section will provide instructions on how to approve Vendor Invoices. In order this workflow to work, a setting name Allow invoice approval on reconciliation screens must be enabled on the user options screen.

Vendor Invoices Statuses

There are several vendor Invoice Statuses to consider before you read the workflow to approve the vendor invoices:

  • AP: Pending Approval by Procurement
  • AA: Pending Approval by Accounting
  • A: Approved
  • ES: Sent to External System
  • F: Failed
  • S: Synchronized

 

To approve an invoice, once the vendor uploads it to Komet, complete the following:

Important

  • When accounting Cancels a payment the invoice status reverts to AA (Pending Approval by Accounting) to be reviewed again.
  • When the invoice has an A (Approved) status, the user will be able to send the invoice to the External Accounting System or Quickbooks, if the company has integrated it with Komet (from the Actions gray button). Once the invoice is approved in Komet, the user can proceed to process the payment in their accounting system.
  • Only invoices with an Approved status will be transferred to QuickBooks. Komet, on the Sent to External System On column within the PO Reconciliation tab, will display in a tooltip the information of the user who sent the invoice to Quickbooks.
  • On this screen, users have the option to select the columns to view in the PO Reconciliation screen by clicking on the gear icon next to the "Search" button as shown below. 

  • Users of multilocation companies can filter by several locations at once. These filters are taken into account in Export to Excel and Send to External System options and will be remembered next time the user login into the system.

 

Related Articles

What can you do if the synchronization process fails?

When a PO has a Synchronized (S), Sent to External System (ES), or Failed (F) status, and for any reason, it is necessary to return the PO to an Approved status (if something went wrong with the synchronization process, for example) the system allows to do that. Just click on the drop-down menu in the Actions column for that PO and click on Return to Approved.

Click on the image to see the details.


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