Skip to Main Content
SUNY OLIS logo
 

Alma Acquisitions

Alma Acquisitions training guide.

Invoice Review

If you review and confirm invoices with an In Review status, you can do this from one of two places:

  • Go to Acquisitions > Invoices > Review and review each tab: Assigned to Me, Unassigned, or Assigned to Others
  • Use the Task List on the Alma home page, either the Task List widget or the icon in the menu bar
    • Click on the section header for Invoices - Review – Without Assignment or Invoices – Review – Assigned to Me to open that tab
    • If you don’t have a Task List widget, click on the plus sign on the home page and then click on the box next to Task List to add it

On the Invoices in Review page:

  • Use the facets on the left to limit your list, especially the Alerts facet to limit by what’s wrong or missing from the invoice
  • Review the snapshot of information in the list, or click on Edit to review the entire POL
  • Edit the invoice to fix what’s wrong, then click Save and Continue to resubmit the invoice for approval