This article will walk you through how to Approve (or Reject) an Invoice on the Ecotrak website.

Navigate to the Invoice module across the top of your screen or from the left hand side menu.

Once on the Invoice page, you'll have access to any open invoice that is assigned to you and pending your review.

If you are looking for a specific invoice or invoices, you can use the Search bar or filter by Created Date, Category and/or Status. The filters will update the results automatically. If you are searching a specific number or word, you will need to click the blue search button.

To review the approval process or leave a comment, click on the Invoice ID to view the details.

The Invoice Details will largely reflect the information the Service Provider input when they submitted the invoice. You will have the ability to Approve, Reject and Add Comments from this screen as well.

The details will also reflect a breakdown of the vendors charges. Review the charges, Attachments and description of work to make your decision.

After reviewing the details of the invoice, 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.

Once you have reviewed the Invoice details and invoice attachment, select Approve or Reject. If you Reject the invoice, the vendor will receive an alert letting them know they may have made a mistake or that you need to dispute a charge. If the work was satisfactory and the charges are correct, click Approve. Your Accounting team will then know they can process this invoice for payment.