This article will teach you how to bounce a payable invoice. This feature will allow an approver of a payable invoice to send it back to the first step of the invoice approval workflow. At that time, the first step approver can modify or void the payable invoice as long as it is not part of a batch that is currently in 'Exported' status. Bouncing is commonly used when a payable invoice was coded incorrectly.
- From the Accounting menu, click Accounts Payable.
- From the Accounts Payable page, click the Invoice# that you desire to bounce.
- From the A/P Invoice [Invoice Number] page, click the Actions button and select Bounce.
- Once the Bounce Payable Invoice window has opened, complete the form presented:
| Field | Explanation |
|---|---|
| Comments ... | Enter any applicable comments within the textbox regarding why the payable invoice has been bounced. |
| Notify | Select who should receive the notification that the payable invoice has been bounced, which can be sent to all users in the workflow or only to the user(s) that are part of the first step in the workflow. |
- Click the Bounce Invoice button.
- The payable invoice has now been bounced back to the AP Admin.
- Note: If a payable invoice is modified, it goes back through the full Approval Workflow to ensure that all approvers are aware of the final changes. Only users in the Accounting: Corporate Admin, Accounting: Division Admin, and Payables Approver: Accountant roles possess the ability to bounce a payable invoice after it has been fully approved.