How do I view comments when I approve invoices for payment?

Approve Invoices for Payment

If you're set up to approve invoices, you can view the comments that a submitter has attached to an invoice that's waiting for approval.

Contents

Learn how to view comments on invoices that you're reviewing. Watch a video (0m32s).

Add the Comments column to the Invoices transaction grid. To learn how, click here.

1. Click Comments .

2. Use the Comments window to view the invoice detail notes and approval comments.

Approval comments

1. Click Comments or .

The yellow notepad means notes are saved.

2. Use the Add Approval Comments box to add approval comments.

Add approval comments box

3. Click OK.

The notes icon changes to in the Invoices transaction grid.

2019.08, 2019Sep19

If you can't find the Comments column (the column with a yellow note pad in the header row), you may need to add it to the grid.

Do this...

1. To add the Comments column, right-click on the header row.

Header row

The layout menu displays on the screen.

Layout menu

2. Select Column Chooser.

Column Chooser

The Drag and Drop Columns form displays on the screen .

Drag and Drop Columns

3. Use the scroll bar to find Comments (it has a yellow note pad) and then click and drag Comments to the header row.

Comments column in Approve Invoices for Payment

This screenshot shows the Comments column as the last column in the grid. You can change where the Comments column displays in the header row.

How do I save my new layout as my default layout? Right-click on the header row and then select Save Layout.

2019.08, 2019May21