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In this lesson we will review the approval process for PO invoices over $5000.
Open a browser (preferred browser is Mozilla Firefox) and go to www.ryerson.ca/ogf, Click on the Markview link OR click on the link in your notification email.
Enter your login information in the username field to access the financial system.
In this session enter "student1".
To view the invoice image select the Invoice Number.
In this example click the invoice number 655710
In this example, we will be placing the Approved markup on the invoice.
The approval process verifies that the invoices are OK for payment. Click the Approved button.
If you have any comments you would like to add to the invoice place it in the Comments field.
In this example enter a valid value e.g. "okay to pay".
Press [Tab] to go to the Password field or Click on the Password field.
For our example use Tab
Enter the password used to access the financial system.
Enter a valid value e.g. "
Click the OK button.
The MarkView Home page will open.
Select the AP Invoices link to display a listing of all invoices that requires your attention.
The image of the invoice is displayed. Review the details on the invoice and take the appropriate action listed here in the top right hand corner of the viewer.
If you would like to see the document history (who/where this invoice has gone) select the Document History Tab and expand the section to see the notes.
If you would like to see the PO lines the invoice is matched to select the PO Lines Details Tab and expand the section to see the notes.
A message will be displayed at the top of your Web Inbox confirming that the invoice has been successfully approved and no additional items require your attention at this time.
