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As a facility operator, you may take action on a single invoice or multiple invoices. Via the ServiceChannel Mobile app, you can take action on invoices in two ways:

• In the Invoice Card
• In the Invoice Details view

By default, all invoices are in the Open status when submitted. You can change the invoice status by taking action on it. At the bottom of each Invoice Card, you will find buttons depending on your MLI level.

The common buttons for invoices are:

• Approve. The invoice is accepted and can move forward for payment.
  

  Note
  When the multi-level invoice (MLI) approval procedure is set up for your company, you can approve an invoice only within your allowed limit configured in the Admin module.

  
  

• Reject. The invoice costs and/or details are not agreed upon. This action notifies a provider that he/she should resubmit the invoice. See Sending Notifications on Rejected Invoices.
• Put on Hold. The invoice requires further review before being approved or rejected.

• Return. The invoice should be returned to the previous level. For example, a director wants a facility manager to take a look at the invoice. In this case, the director can return the invoice so that a facility manager can take action on it.
  
  

  Note
  To have the ability to return invoices to the previous levels, contact your ServiceChannel representative.

  
  

1. Go to the ServiceChannel Mobile app > Invoices.
2. On the Invoices List, find the invoice you need.
3. Review the invoice details and tap one of the actions:
   
   • Approve
   • Reject
   • Put on Hold
   • Return
4. Make sure that the Category and GL Code are correct. If not, change them.
5. Enter the Additional Approval Code or select it from the drop-down menu if applicable. 

6. Comment on your action.
   

   Note
   If inputting a comment is required for you, you can ask your ServiceChannel representative to turn off this function. Thus, the commentary will become optional.

   
   

7. Tap Submit.

At the top of the Invoices list, there is a checkbox allowing you to take action on all invoices. 

To the left of each invoice, there is a checkbox allowing you to check the individual invoices which you want to approve.

At the bottom of the page, you will see an Approve Selected button with the number of invoices on which you are taking that action.

1. Go to Open the ServiceChannel Mobile app > Invoices.
2. From the Invoices List page that appears, select the checkmark next to the invoices you need.
3. Tap Approve Selected (N).
4. Select the Category.

5. Enter the GL Code.

   Note
   Changing the GL Code and Category here will apply new values to all selected invoices.

   
   

6. Comment upon your action.
7. Tap Submit.