Invoices that need approval generate tasks for users based on an approval matrix. First, the department admin will receive a task to update the invoice with appropriate account numbers and/or supporting documentation. Next, tasks will be generated for additional approvals. Once an invoice has been fully approved, the invoice will be routed to the Office of Financial Services where payment will be issued. Perceptive Content allows users to search current and prior invoices, as well as completing tasks.
- View training video How to Approve Invoices (runtime 7:55)
- AP Electronic Invoice Approval Tasks (pdf)