Send an invoice back to be re-checked

Send an invoice to be re-checked by the checking team.

Introduction

Send Invoice back to re-check

Introduction

When you are approving invoices and you find one that needs to be re-checked, you can flag it to go back to the team or person who performs that task, and add a message for them to explain why it needs rechecking.

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Send Invoice back to re-check

This can be done from the Approve Invoices screen.

• Go to Invoice Automation > Approve and select your invoice.
• Click the down arrow beside the Approve & next button.
• Select Require rechecking.
• Type in any message you wish to send to the Checker and click Send invoice for rechecking. The checker can now see the message you entered, and this will be flagged as requiring rechecking. This invoice will appear at the top of their check queue.

This will remove the invoice from your list and it will now re-appear back in the screen for re-checking, and will be at the top of the invoice list.

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Last updated: 15 January 2024