Objective

To approve individual items on an invoice.

Requirements

You have an invoice in your Tasks work area for approval of individual cost objects.

Step:

1. Click the Tasks tile.

2. Click the workflow for the invoice.

3. Click Accept workflow.

The form is now in edit mode.

The form consists of the following tabs:

• Invoice data
• Approval

You are on the Invoice data tab.

4. Check the entries in the fields.

Optional: Add any missing information according to the labels of the input fields.

5. Click the Approval tab.

Optional: Enter an additional check step. To prevent users from being able to skip the check step, check the box next to Mandatory.

6. Click Approve.

Result

The invoice is forwarded for approval. It appears in the Tasks work area of the respective employee.