As a Finance User, you can perform several activities on your purchases while the purchases transaction is still in Awaiting review status. Here are the details:
A. View Details
You can view the details of a previously created purchase by clicking “Action” and then selecting View detail. You will be directed to the following page.
If you select a foreign currency, the displayed data will be as follows.
B. Edit invoice
While the status is still Awaiting review, you can edit the purchase invoice by clicking “Action” and then selecting Edit invoice.
As a Finance user, you can only edit invoices that you created; in other words, you cannot edit purchases created by others.
C. Reject invoice
Additionally, you can cancel a invoice by clicking “Action” and selecting “Reject invoice”. If you choose Reject invoice, the created invoice will be automatically canceled and will show a Voided status on your Purchase page.
As a Finance user, you can only cancel invoices that you created. In other words, you cannot cancel invoices created by others.
D. Download invoice
- To download an invoice, click “Action” and select View details. Then click “Action” on the View details page and choose Download invoice.
Your invoice will then be downloaded and appear as shown below.
For an example of an invoice with a foreign currency option, it will appear as follows.