Forward Invoice
Reviewers can reassign an invoice to another reviewer for further validation. This ensures that the correct individual or team is responsible for reviewing specific invoice line items, maintaining accountability and workflow transparency.
- Navigate to the Invoices section.
- Open the Detail View of a selected invoice.
- Click on the Forward button located at the top right of the page.
- The Forward Invoice window will appear.
Forward Invoice Window Fields
Mandatory dropdown list to select the new reviewer who will handle the forwarded invoice or line items.
Optional text box for entering internal remarks. These are for internal use only and not visible to vendors.
Select the invoice line items that are being forwarded.
- Cancel: Closes the Forward Invoice window without saving changes.
- Forward: Forwards the invoice (or selected line items) to the chosen reviewer.
When an Invoice is Forwarded
- The invoice remains in its current workflow stage (e.g., In Review), but the responsibility for the forwarded line items is reassigned to the new reviewer and notification will be sent to the new reviewer.
- The new reviewer can validate, approve, reject, or adjust the forwarded line items.
- All forwarding actions are tracked in the Logs tab for auditing and accountability.