How Do I Approve Invoices?
There are several ways that a Lab Administrator may approve an invoice once it is ready. (Note: In order to approve an invoice, you must be designated as Financial Administrator in the iLab Application.)
If you are the Financial Administrator for your lab, you will receive an email once an invoice has been generated and is ready for final financial approval. The email will contain a link to the HTML version of the invoice and a PDF version of the invoice (Figure 1). To view the HTML version, click on the link and log into iLab.
The invoice will open in a new window. (Figure 2)
STEP 1: Review the invoice
The invoice will be organized by service request, and will list each charge within the request. If a charge has been split, the invoice will also display each fund number or PO number, as well as the percentage of the charge that will be assigned to each. To view the invoiced service request, you may click on the magnifying glass icon in the right column. You may also update payment information by clicking on the dollar sign icon.
STEP 2: Approve the invoice
Once you have reviewed the information and are satisfied, you may approve the invoice by clicking on the click her to approve link inside the green bar. A confirmation message will now display. (Figure 3)
Once you have approved the invoice, you may exit out of the invoice by closing the window.
BY INVOICE LIST
You may also approve the invoice right from the invoices list in iLab. Click on the invoices link on the left-hand side of the iLab page to view invoices that you can access. If any invoices require approval you will see their approval status as required. Simply click on the red exclamation point icon to approve the invoice. (Figure 4)
Once you click on the approve button, you will receive a confirmation message. (Figure 5)
Click OK. A green check mark will now display in place of the red exclamation point icon and the invoice status will update to approved. (Figure 6) Hover over the approved status to see who approved the invoice.
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