My Invoice Requests

Invoice requests track expenses and distribution info for approvers to review. After approval, invoices are generated in Payables.

From Expenses, My invoice requests, quickly scan open, approved, and rejected requests. You can also manually add new requests or upload files to auto add new requests.

Tip: To view a pre-filtered list for a specific status, select a status number.

When you select Work with my invoice requests, you can view and add additional details for your pending, approved, and rejected requests, or add new ones. You can either manually add or generate a new request (generating is only for our EAP customers at this time).

To locate a specific request, search or filter the list and sort by amount, date, or vendor, and view a quick preview of the receipt or invoice. To toggle on or off, select Show image previews. When ready, save the request as a draft or submit.

Tip: You can only delete open or rejected requests. Also note that when filtering to show deleted invoices, these will only display if the transaction was deleted after final approval.