How do I print an invoice approval status report for unapproved invoices? (2025.11)
Why it's important
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Improves visibility into pending liabilities. Unapproved invoices represent potential financial obligations that aren't yet recognized in the system. A printed list helps AP and management track what's still pending, so nothing falls through the cracks.
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Supports timely follow-up. Printing the invoice approval status highlights who the invoice is waiting on and how long it's been unapproved. This enables AP to follow up with the right person or department to get approvals moving.
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Avoids late payments and penalties. Delays in approval can lead to missed due dates, resulting in late fees, missed early payment discounts, vendor dissatisfaction.
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Ensures proper workflow compliance. Regularly printing unapproved invoice reports helps identify process bottlenecks, departments or individuals frequently delaying approvals, and policy non-compliance.
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Facilitates month-end and year-end close. For accrual accounting, knowing which invoices are unapproved is crucial. The finance team needs this information to accrue expenses properly and avoid underreporting liabilities.
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Prevents unintentional payments. By clearly identifying which invoices are not yet approved, AP reduces the risk of paying unauthorized invoices and processing duplicates or fraud.
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Provides a clean audit trail. Auditors often request documentation showing that only approved invoices are paid. A printed report of unapproved invoices shows segregation of duties and that controls are working as intended.
Sample report
Do this...
1. Open Connect Accounts Payable > Reports > Invoice Approval Status Report.
2. Select Invoice Approval Status Report - Unapproved invoices by department [Caselle Master] as the report definition.
3. Select the report date range.
4. Use the default selection or set up the following options.
Include pending approval steps
Include invoices with no approval process
5. Click Print (CTRL+P).
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