It’s important to review draft transactions before you approve them as they may not always match the uploaded file.
Select the Drafts to Approve tab to review the draft transactions.
Select the row to review the draft.
To check against the uploaded file, select the arrow below the draft invoice.
Check that the details are correct and make the required changes:
Add a new supplier
Add an invoice reference
Change the Ledger Account
Adjust the VAT amount
When you're happy, choose Approve.
Once approved, we create a new purchase invoice. Find this on the Invoices tab.
If you've uploaded a picture of a receipt, don't forget to pay the invoice as well.
NOTE:
If an invoice contains multiple items with the same VAT rate, only one line shows in the table with the total VAT amount. You can edit the description before approving it.