Note: Approving is practically “point-and-click”; but, it would be disastrous to the County if something egregious was approved. Munis can report on approvals made without review. Please thoroughly review all invoices.
1. Click your Approvals Tile on the Munis dashboard.
2. Select the Invoice (API) to review by clicking on the record.
3. Review items Attached under the paperclip
4. After review of attachments, click on the for the invoice details.
5. Review any Notes left by the enterer. Use the Back button to toggle back.
6. Verify information from the attachments against the invoice screen details:
a. Amounts
b. Quantities
c. Descriptions
d. Line Items (PO or Contract)
e. Vendor Mailing (Remit) Address
f. Invoice Number / Invoice Date
7. Verify the Accounts being charged are correct.
8. After review, make a decision on approval and select your choice at the bottom of the screen.
a. Approve, comment optional
b. Reject, comment required
c. Forward, comment required
d. Hold, comment required
9. Click Back to return to the Munis Dashboard