Invoice Approval Status Report - Include pending approval steps
Sort and filter invoices with invoice detail that are waiting for approval from one or more individuals.
A pending approval step means the invoice
-
has not yet been approved for payment.
-
Is in the workflow for review by designated approvers.
-
Cannot be paid until all required approvals are completed.
Example:
A vendor sends an invoice for $2,000 worth of office furniture. The AP clerk enters the invoice into the system. Based on the approval rules, it routes to
-
The purchasing manager (to confirm the PO match)
-
The department head (to confirm goods/services were received)
Until both approve it, the invoice status remains Pending Approval.
Why it matters
-
Internal controls. Prevents unauthorized or incorrect payments.
-
Fraud prevention. Ensures proper review before releasing company funds.
-
Budget oversight. Verifies expenses are approved and budgeted.
-
Audit readiness. Documents a clear trail of who approved what and when.
-
Efficiency tracking. Allows the AP clerk to follow up on delayed approvals.
How AP teams uses this information
-
Monitor invoice approval queues
-
Send reminders to approvers
-
Avoid missed due dates or late fees
-
Ensure compliance with approval thresholds and policies
Copyright © 2025 Caselle, Incorporated. All rights reserved.
Related Articles
How do I print an invoice approval status report by department? (2025.11)
Each department is responsible for approving invoices related to their budget or operations. A printed report by department clearly shows who approved what and whey, making it easier to track decision-making. Seeing invoice approval status by ...How do I print an invoice approval status report by vendor? (2025.11)
Viewing approval status by vendor helps AP teams quickly identify if there are delays or problems with invoices from a specific supplier. If multiple invoices from one vendor are stuck in approval, it may signal a contract dispute, pricing ...How do I print an invoice approval status report for unapproved invoices? (2025.11)
Why it's important 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 ...Invoice Approval Status Report - Include invoices with no approval process
Sort and filter invoices (with invoice detail) to find invoices that have not been assigned to an approval process. Include invoices with no approval process Why it's important Prevent unauthorized payments. If an invoice bypasses the approval ...Invoice Approval Status Report - Include invoices
Sort and filter invoices with invoice detail for Approved. Fully approved and ready for payment. Canceled. Rejected by an approver and returned for correction. Hold. Temporarily paused due to an issue or missing information. In Review. In review by ...