The Approvals Dashboard allows users to quickly review and approve documents, or click into individual documents, view extracted line items, NL/POs, product price changes and comment on or forward documents to other users. Documents can be Approved with one click.

Advantages:

• All the document information is displayed on one easy to read page.
• Documents can be set for approval by multiple different users and a chain of users can also be set.
• Approvers can be set based on invoice value.
• Documents can be approved, rejected or put on hold very easily

Approval Page

When you first go into the approvals page, on the bar on the top of the screen you’ll see the filters, which you can use to filter the documents visible in the approvals pane below:

You can use this filter to set a date range if you wanted to only show documents that needed to be approved within a certain date range.

Filter functions:

• Choose to only see documents from nominal ledger suppliers,
• PO suppliers you can see if they’re completely matched, matched with a variance, or if they don’t match to any PO in Indigo Pro
• Which documents are on hold.
• Filter documents for approval based on the currency the supplier trades with.

Approving documents:

The process of approving documents in Indigo Pro is very simple, just click the ticket on the right hand side of the screen to approve documents from the approvals screen.

You can expand supplier folders by clicking on the folder icon on the left of the screen, and approve documents individually by first expanding the folder, then clicking the tick icon on each invoice

Document View

From the approvals screen, expand a folder and click the black page icon on any invoice to open it up in document view, From here you can approve, reject, put documents on hold, and forward documents for approval or review to other users within your organisation.

Using the purchase order box on the top right of the screen you can assign POs to the invoice if this supplier is setup for PO matching.