Invoices Approval Workflow
Set up an approval workflow for your invoices through the cost center on the RazorpayX Dashboard.
This approval workflow is based on the
that you have linked to your invoice. You can add a cost center to your invoice at the time of creation and the workflow linked to that cost center for an invoice will become applicable to your invoice.You can
to setup this approval workflow and assign it to relevant team members.While
, you can Link PO and add a Cost Center in the Invoice Details section.
After adding the cost center when you review the final invoice details, you can hover over Show all at the right-bottom of your screen to view the set approval cycle. Click Send for Approval.
To approve or reject an Invoice:
-
Log in to the
.Handy Tips
You can either find the Invoices waiting for your approval on the Dashboard or follow the steps below.
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Navigate to Vendor Payments → Invoices.
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Hover over the required Invoice
In Approvaland click APPROVE or REJECT or select it to view more details and click APPROVE or REJECT on the right-pane.- If you click APPROVE, the following screen appears. Enter comments and click Approve.
- If you click REJECT, enter the reason for rejection and click Reject.
- If you click APPROVE, the following screen appears. Enter comments and click Approve.
Once your invoice is approved or rejected, you receive a mail from RazorpayX.
To view the approval workflow after the setup:
- Log in to the .
- Navigate to the profile icon → My Accounts & Settings → Workflow → Invoices.
- Click View Workflows and select the cost center for which you want to view the workflow.
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