Approve invoices (Approval) (AP50200S)

This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

You can use this window to approve Supplier ledger documents (invoices, adjustments, and prepayments) for payment. Only documents with the Open status are displayed on the list. You can select documents for approval using various criteria.

If the Require approval of invoices prior to payment check box is not selected in the Supplier ledger preferences (AP101000) window, supplier ledger documents are automatically approved for payment once they are released, and this window is not needed.

What to do from this window

• Approve purchase invoices for payment

The window toolbar

Column	Description
Send to Approval	Click this button to send the selected lines to Approval.
Send all to Approval	Click this button to send all displayed lines to Approval
Cancel Approval request	Click this button to cancel the approval request for the selected lines.
Cancel all Approval requests	Click this button to cancel the approval request for the all displayed lines.

The top part

Element	Description
Approval status	The status of the document in Approval. The options are: New, Cancelled, Sent to Approval, Received in Approval, Pending, Rejected, Approved, Active workflow, and Error. View all displays all documents regardless of their status.
Document status	The status of the document itself. The options are: Balanced, Printed, and Pre-released. View all displays all documents regardless of their status.
Due date less than or equal to	The latest due date for the documents to be displayed.
Initial approver	The initial approver of the documents to be displayed.
Supplier	The supplier of the documents to be displayed.
Show only invoices missing attachments	Select this check box to only show documents that are missing attachment (required for approval processing).

The table

This table displays all the documents that meet the criteria you have specified in the top part.

Button	Description
Approval history	This button redirects you to the Approval document history (AP40104S) window for the selected line.
Approval line history	This button redirects you to the Approval document line history (AP40105S) window for the selected line.

Column	Description
Type	The type of the document.
Invoice no.	The invoice number of the document.
Approval status	The status of the approval process.
Document status	The status of the document.
Initial approver	The initial approver of the document.
Supplier ref.	The external number of the document (the number of the original purchase invoice) included for reference.
Supplier	The identifier of the applicable supplier.
Supplier name	The name of the supplier.
Pay date	The pay date of the document, which the system assigns to the document on its approval. If the document is approved through this window, the pay date is the date when the document was approved.
Due date	The due date of the supplier document.
Cash discount date	The date when the cash discount from the supplier is available for the document.
Balance	The document’s amount after the cash discount is taken.
Cash discount balance	The amount of the cash discount taken.
Currency	The currency of the document.