There are three ways how you can approve the Invoice:


1. From the email.

When there's an invoice waiting for your approval, you'll get an email notification. You can either Approve or Reject the document directly from your email or follow the document link to get straight into a relevant page in Precoro. 


You can check the Invoice's details in the PDF or XLSX attachment to the email at the bottom of the page.




If the information in the email is not enough for you, you can open the Invoice by clicking the link "Open the document" under the approving buttons.


2. From the Preview (massively or one by one).

Use your Dashboard in Precoro by clicking on the Pending indicator in the Invoice tab.


Approve or Reject Invoice without opening through a Preview. For that, click a blue "eye" button to check some details for a specific Invoice.




You may also approve all/several Invoices in bulk by ticking the boxes on the left and pressing the "Approve Selected" button.


3. Inside a specific Invoice.

You can check the details, edit the Invoice (the document and its items personally) if needed, and approve it on that page.

If you want the initiator to make some changes to the document, you can revise it by hitting the "Send for Revision" button.

Approve or Reject when you are ready with your decision. Please, note that if you reject the Invoice, it cannot be restored anymore. Reject action means that proceeding is forbidden.



When approving an Invoice, you'll see if it is assigned to a budget or not. Precoro will also show you the amount that is still available within the budget.


You may check the attachments to the Invoice by clicking the file to download it.

You can also attach files to the Invoice on your own using the Add Attachments button.



You can add some extra notes to the document using the button Add Note. The notes are printed on a document PDF/XLSX files and usually stand for some additional details related to the Invoice.


Communicate with your team internally using Add Comment field. 

Use "@" to send your comment to a relevant user or even add new followers to the Invoice.