You can view information about an invoice's posting status from both the General page and Workflow page.
•From an invoice's General page, the workflow status of an invoice displays at the top.
•From an invoice's Workflow page, you can view information about an invoice's active and past approval processes.
oFrom the Active Requests section, you can find the approver(s) for an action that is pending approval.
oFrom the Completed Requests section, you can review the history of approvals, rejections, and canceled approval processes for the invoice.
The table below describes the possible invoice statuses and related adjustment options. Manual Invoice refers to an invoice created in TeamConnect. CSM Invoice refers to an invoice that was transferred from Collaborati to TeamConnect.
Invoice Status
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Description
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Can an Invoice be Adjusted in this State?
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Not Posted
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The invoice is not posted.
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•Manual Invoices—Yes •CSM Invoices—No Note: CSM Invoices' custom fields can be adjusted in this state
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Posted
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The invoice has been posted.
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•Manual Invoices—No •CSM Invoices—No Note: All invoices' custom fields can be adjusted in this state
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Pending Approval
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The invoice has been submitted for posting and is awaiting appropriate approvals before it can be posted.
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•Manual Invoices—Yes •CSM Invoices—Yes |
Rejected
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The invoice has been rejected in the approval process.
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•Manual Invoices—Yes •CSM Invoices—No Note: CSM Invoices' custom fields can be adjusted in this state
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Failed
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The invoice failed while attempting to post.
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•Manual Invoices—Yes •CSM Invoices—No Note: CSM Invoices' custom fields can be adjusted in this state
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