Initial Review - IAConnect - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

IAConnect

Platform
OnBase
Product
IAConnect
Release
Foundation 23.1
License

The main activity in the initial review stage is indexing the invoice. The initial reviewer reviews information that was imported into the system from the invoice, enters any additional information, and adds supporting documents. The reviewer can also route the invoice to various ancillary specialists (new vendor setup, tax specialist, freight specialist, or buyer) for additional review. After these reviewers have completed their reviews, the invoice returns to the AP Initial Review Queue, where the initial reviewer finishes indexing and submits the invoice for approval.

The reviewer can perform several other actions at this stage, including assigning the first level approver, sending the invoice to a supervisor, rejecting the invoice, entering PO line data, and several other options.

See AP Initial Review Queue for more information.