This article will walk you through how to Approve (or Reject) an Invoice on the Ecotrak website.
Step 1: Navigate to Invoice Module
Navigate to the Invoice module across the top of your screen or from the left hand side menu.
Step 2: Invoice Module review
Once on the Invoice page, you'll have access to any open invoice that is assigned to you and pending your review.
Step 3: Selecting Invoice ID
To review the approval process or leave a comment, click on the Invoice ID to view the details.
Step 5: Invoice Details
The Invoice Details will largely reflect the information the Service Provider input when they submitted the invoice. The invoice details now pull in rates and terms for transparency. There is more depth in the breakdown of charges such as labor charges at regular rate or overtime rate. Along with this we have enhanced travel charges to showcase travel time/ trip charge/ truck charge depending on the use cases. This provides a clearer picture on what is being charge and why.
Step 6: Invoice Action buttons
Once confirming the details of the invoice you will be presented action buttons on whether to approve or reject the invoice. Approving will finalize the invoice and rejecting an invoice will send the invoice back to the service provider to review and resubmit if applicable for any corrections.
Step 7: Review Invoice Attachment
To view the invoice attachment, you will want to click on the Attachments tab at the top of the page and review the invoice attachment. By clicking on the invoice attachment thumbnail, the image will enlarge (allowing you to see the cost breakdown). You will want to make sure that the details listed in the invoice attachment match the invoice details on the prior page.
