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Escalate an invoice

If an invoice is nearing its due date or has an issue, you can escalate the invoice as long as it in the Approval or the Approval (Hold) status and Approval Hierarchy is configured. In order to escalate an invoice, you must first perform an invoice search.

You can escalate an invoice by following these steps.

  1. Perform a search that returns the invoice that needs escalated.
  2. Select an invoice from the search results table and then click from the Summary to escalate the invoice.

    The Escalate Invoice window is displayed.

  3. In the Escalate Invoice window, enter a Comment that explains why you are escalating the invoice.
  4. Click OK.

    The window closes, a success or error message is displayed. If successful, the invoice is escalated with the supplied comment.

    If a failure message is displayed, go back, review your selections, and try again.