Invoices Approval Workflow

You can contact support to setup this approval workflow and assign it to relevant team members. While creating or adding an invoice, you can Link PO and add a Cost Center in the Invoice Details section. After adding the cost center when you review the final invoice details, you can hover over Show all at the right-bottom of your screen to view the set approval cycle. Click Send for Approval.

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Approving an Invoice

To approve or reject an Invoice:

1. Log in to the RazorpayX Dashboard.

You can either find the Invoices waiting for your approval on the Dashboard or follow the steps below.

2. Navigate to Vendor Payments → Invoices.
3. Hover over the required Invoice In Approval and click APPROVE or REJECT or select it to view more details and click APPROVE or REJECT on the right-pane.
   1. If you click APPROVE, the following screen appears. Enter comments and click Approve.
   2. If you click REJECT, enter the reason for rejection and click Reject.

Once your invoice is approved or rejected, you receive a mail from RazorpayX.

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View the Invoices Workflow

To view the approval workflow after the setup:

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Related Information

• Purchase Orders