Approving and changing accounts in the ExFlow approval form

Approve, Reject or Hold an invoice line

1. Click the link provided by email, and you will be directed to the "My vendor invoices" workspace.
2. Click on the box to the right "All my invoices to approve" (The latest will be shown first).
3. Select the invoices you wish to approve, by using the filter symbol to the left - you will see a list of all the invoices with you for approval.
4. Select the line where you are currently the approver.
5. Click (Approve/Reject/On Hold, etc.)

Split lines

1. Click the link provided by email, and you will be directed to the "My vendor invoices" workspace.
2. Click on the box to the right "All my invoices to approve" (The latest will be shown first).
3. Select the invoice/s you wish to approve.
4. Change the amount in the already existing line
5. Click Add line. (The remaining amount will be automatically calculated)
6. For the new line, populate the Main account and financial dimensions, then add approvers.

Add one or more new approvers

1. Click the link provided by email, and you will be directed to the "My vendor invoices" workspace.
2. Click on the box to the right "All my invoices to approve" (The latest will be shown first).
3. Select the invoice/s you wish to approve, by using the filter symbol to the left - you will see a list of all the invoices you have to approve.
4. Line details -> select the "APPROVERS" tab.
5. Click the "Add approver" button on the invoice lines.
6. From the drop-down list, choose the appropriate approver.
7. Repeat steps 5 and 6 to add further approver/s.