Table of Contents

▶️How to Manage Supplier Invoice Exceptions

Matt Staff Updated by Matt Staff

1. Mark as an Exception

If an invoice exceeds the set parameters for suppliers invoices, then mark the invoice as an exception for your team to review.

2. Click on Add Notes

To attach the vendor invoice in Aturian, expand the "Notes and Attachments" section and click on "Add Notes". When finished click "Save". This is an important step as it will allow your team to review the invoice in question.

3. Click on Manage Supplier Invoice

Click "Manage Supplier Invoice" in the A/P module in the Main Navigation Menu.

4. Click on Invoice Exceptions

Select "Invoice Exceptions" in the top tool bar.

5. Select the invoice to review

If the invoice is approved, simply uncheck the invoice "Exception" box of the vendor invoice and click save.

6. Click on Notes and Attachments

Review the vendor invoice attached and take necessary actions, such as contacting the vendor directly for correction.

7. Clear Exception

To approve the invoice exception, deselect "Mark as Exception" and save.

8. Close Purchase Journal

Before the invoice posts, we must close the purchase journal. In the A/P Module, expand "Purchase Journals" and click on Open Journal to review the open journal. If satisfied with invoices, click on "Close Journal"

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▶️How To Review Supplier Statements

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