Invoice approval - Step by step

Step 1
Go to ‘Approval of invoices’
Sometimes you have to change the ‘Workflow approval status’ to ‘Open’ for all your invoices to show up.

Step 2
In the top box it shows all your different invoices. In this view there is 3. Mark the one you want to approve.

Step 3
If you want to see the invoice, click on ‘Show attachments’

Step 4
Click on ‘Open’

Step 5
You will now see the invoice so you know what you are approving. Go back by clicking the ‘X’ in the right
corner.
Double check that the amount and amount and tax amount in the invoice and in D365 are the same. If not,
contact finance.
To choose the right account for the invoice click on the arrow in the ‘Account’ field

Step 6
Firstly, choose the right account. In this case I will choose ‘Cleaning’
Now choose your store

And finally choose ‘No purpose’

Step 7
The account information is now filled out correctly and you can move on and click ‘Approve’