Business Unit Category
Add an email signature
Coding Restrictions
Create new Business Unit
Custom Fields on Line Items
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Date formating
Default delivery address
Division Management
Editing Email Templates
How to hide cost codes
Invoice email forwarding – Microsoft 365
SMTP & Email Sending
T&C on your PO Template
Invoice Processing Help Category
Auto reject supplier invoices
Auto rejecting of invoices issue
Finding an order or invoice
How to create a credit note
Invoice email forwarding – Microsoft 365
Invoice export colours
Invoice Inbox
Invoice List View
Invoice matching
Invoice Processing Explained
Month end cut offs
Negative Order Balance
Setting up Autopilot
Supplier Matching
Waiting for a GRN
Purchase Orders Category
Adding a product to an order
Adding documents to an order
Bulk importing orders
Close Orders Automatically
Closing an order
Copy PO to Buyer
Creating a Purchase Order
Deleting a PO
Duplicate Order Prevention
Editing an order
Finding an order or invoice
GRN an order
Grouped Purchase Orders
Import Line Items
Negative Order Balance
PO Template Editing
Purchase Order Numbering
Purchase Order PDF
Purchase Order Prefix
Purchase Requisition Number
Quick Create a Purchase Order
Send PO to Supplier
Supplier order acceptance
What Is a Purchase Order? Our Guide for AP Professionals
When creating invoices from the Inbox, the user may know straight away that the invoice needs to be rejected and doesn’t need to go out for approval. This help article shows you how to do this.
Head into your Division and create a workflow. We recommend two steps. A “send email” step to the supplier to alert them to the rejection, and the ‘Change field value’ step as shown below:
You can use the placeholder of {Internal_comments} to show the supplier the reason – which the user can add when creating the invoice.
To use this new Auto Reject workflow, the user will need the Admin permission to be able to choose workflows. This means when creating an invoice – as shown below the user will select the new workflow:
The invoice creator creates the invoice and selects the specific workflow created above to reject the invoice. The invoice will be created and sent into this workflow. Assuming the supplier has an email address, the supplier will receive an email with the reasons the invoice has been rejected.
The invoice will then go on to complete the workflow and the ‘change field to value’ will result in the invoice being set to Reject, therefore showing a red, rejected status in the invoice list view.
