How to approve a NonPO Invoice

A Step-by-Step Guide to Verifying and Approving Invoices in Nimbello

Reviewing and approving invoices in Nimbello is essential to ensure the accuracy of data and keep your workflow running smoothly. This guide will walk you through the process, step-by-step, to help you verify invoice details and approve them for further processing.

Step 1: Expand or View the Invoice

First, on the Invoice Details page, click the "+" button to expand the preview window as seen below.
Alternatively, you can click "View Invoice Image" to open the entire PDF in a new window.

Step 2: Verify Invoice Information

Review the following invoice details carefully to ensure that they match the data displayed in Nimbello:

Vendor: Make sure the correct vendor is listed.
Invoice Details: Check the accuracy of:
- Invoice number
- Date
- Total amount
- Tax and Freight charges
GL Coding: Ensure the general ledger (GL) coding is correct.

If any details need to be updated, refer to [this guide on how to update invoice information]

Step 3: Approve the Invoice

Once you're confident that all the information is accurate,

Click "Approve" or "Final Approval" either at the top of the page or in the GL coding section.

Approving the invoice allows it to move forward in the workflow process.