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Invoices Returned from Doc Route - Approving & Exporting

Learn how to manage and approve invoices efficiently using DocRoute. This guide covers sorting invoice dates, assigning vendors, and exporting invoices.

By Rose Gomez

In this guide, we'll learn how to manage and approve invoices using the invoice manager after they have been returned from DocRoute. The process involves verifying and updating invoice dates to ensure they align with the correct posting period. Once the dates are confirmed, you'll proceed to approve the invoices, keeping an eye on any warnings about exceeding committed amounts. Finally, you'll export the approved invoices for the appropriate period. This guide will help streamline your workflow and ensure accuracy in your invoice management tasks.

Let's get started

Once your invoices have returned from DocRoute, after Management has clicked "Approve Invoice," we need to export to Sage 100

Open Invoice Manager under the AP Flow tab

1
Click on "APFlow"
Step #1: Click on "APFlow"
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Click on "Invoice Manager"
Step #2: Click on "Invoice Manager"

This dropdown will return from DocReoute.

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From the dropdown list, click on "Returned From Document Route"
Step #3: From the dropdown list, click on "Returned From Document Route"
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Click on "Returned From Document Route"
Step #4: Click on "Returned From Document Route"

You want to sort the invoice dates to ensure all dates are correct.

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Click on "☐"
Step #5: Click on "☐"
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Click on "Invoice Date" change any dates from prior periods to the current period that you are exporting to.
Step #6: Click on "Invoice Date" change any dates from prior periods to the current period that you are exporting to.
7
Double-click on "3/26/2025"
Step #7: Double-click on "3/26/2025"

I have a few to change here.

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Click on "3/26/2025"
Step #8: Click on "3/26/2025"
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Type "0401 + Enter"

Click approve for each invoice in the que

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Click here
Step #10: Click here
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Click on "Approve"
Step #11: Click on "Approve"
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Click on "Approve"
Step #12: Click on "Approve"
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Click on "Approve"
Step #13: Click on "Approve"
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Click on "Approve"
Step #14: Click on "Approve"

We have 162 invoices to export, so it will take some time.

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The system will warn you if your pricing is over the PO amount. This invoice is $0.01 ove the PO, which is fine. Click on "Waive"
Step #15: The system will warn you if your pricing is over the PO amount. This invoice is $0.01 ove the PO, which is fine. Click on "Waive"
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Once all invoices have been approved, go back to your drop down menu
Step #16: Once all invoices have been approved, go back to your drop down menu
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Select "Approved"
Step #17: Select "Approved"
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Double check your invoice dates once more before exporting
Step #18: Double check your invoice dates once more before exporting
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Click on "Select All"
Step #19: Click on "Select All"
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Click on "Export"
Step #20: Click on "Export"
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Click the Posting Period drop down menu
Step #21: Click the Posting Period drop down menu
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Click on current posting period
Step #22: Click on current posting period
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Click on "OK"
Step #23: Click on "OK"
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The system will export all selected invoices to Sage 100

Invoices Returned from Doc Route - Approving & Exporting