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View Invoice in Admin

Summary

This guide explains how to view the details of an invoice in the Admin section, including general information, member details, and approval history.

In this article

  • Before you begin
  • Step 1: Access the invoice to view
  • Step 2: View the invoice details
  • Step 3: Save the changese
  • Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have Admin permissions to view invoices.
  • Make sure you are familiar with the invoice details you need to review.

Step 1.Access the invoice to view

  1. Navigate to the "Admin" section from your main dashboard.
  2. Select "Invoices" or "Invoice Management" to view the list of invoices.
  3. Locate the invoice you want to view.
  4. Click on the 3 dots (options menu) next to the invoice.

Step 2.View the invoice details

  1. From the dropdown menu, click "View Invoice Details".
  2. Review the following sections:
    • General Details: View the invoice name, amount, date, and other general information.
    • Members Details: See the information of the members associated with the invoice, such as the requester and approvers.
    • Approval Details: Check the approval status, approval history, and any approvers involved in the invoice approval process.

Frequently Asked Questions (FAQ)

1. Can I make changes to the invoice while viewing it?

No, you can only view the details. To make changes, you will need to edit the invoice if you have the necessary permissions.
 

2.Can I see who approved or rejected the invoice?

Yes, you can view the complete approval history, including the individuals who approved or rejected the invoice under the "Approval Details" section.

3.What should I do if I cannot find the invoice I need to view?

Ensure you're in the correct section and that you have the proper permissions. If the invoice still isn’t visible, contact your system administrator.