My Admin Tasks

The Invoice My Admin Tasks page displays the task description and task instructions assigned to a user where you are the administrator and can perform the tasks in place of the user.

Task Description

The Task Description section of the Invoice Details page displays the task, and the queue name (if assigned to a queue) otherwise displays the user id.

Task Instructions

The Task Instructions section of the Invoice Details page provides the options available to you through workflow. As an administrator, you can perform the task actions on behalf of the queue user.

You can do the following:

Approve an invoice
Re-assign an invoice
Reject an invoice

Approve an Invoice

If you click Approve, you advance to the Complete Task screen.

The following table describes the Complete Task screen.

Field Name	Description
Date Goods or Services Received pop-up calendar	Required. Select the date that the purchased goods were received from the pop-up calendar .
Date Goods or Services Accepted pop-up calendar	Select the accepted date from the calendar. This field is required.
Prompt Pay Special Handling check box	Select if there is prompt pay.
Internal Routing Comments field	Enter any comments about the invoice.
Submit button	Click to enter the information.
Cancel button	Click to cancel the screen.

Re-assign an Invoice

If you click Reassign, you are advanced to the Lookup User screen.

The following table describes the Lookup User screen.

Field Name	Description
First Name field	Enter the user’s first name.
Last Name field	Enter the user’s last name.
Email field	Enter the email address of the user.
User Lookup field	Enter the unique user identifier that is used to identify the user in the agency's accounting system.
Find button	Click to search for the user based on entries. Leaving fields blank returns all users.

Reject an Invoice

If you click Reject, you are advanced to the Confirm Invoice Reject screen.

The following table describes the Confirm Invoice Reject screen.

Field Name	Description
Comments field	Enter the reasons for rejecting the invoice.
Reject button	Click to reject the invoice.
Cancel button	Click to cancel the screen.