Approving Invoices using Perceptive Experience

Issue/Question

How to approve an electronic invoice using Perceptive Experience Content Apps

Environment

• All Perceptive Experience Content users who have access to approve invoices.

Resolution

 Note: The new Perceptive Experience Content Apps web client has a different look then the Webnow client that you have used in the past. You are not limited to using Internet Explorer as your browser and java is not used or required.

When you click the link in the Department Action Required email for approving invoices, a window in your default browser will open. Instructions on how to change your default browser are available here.

• You will be directed to the College's adfs login screen if you aren't already logged in from another session.  You will be prompted to enter your Macomb network user ID and password. Click Sign in.

• As the Experience login process occurs, you may see the following screen for a few seconds.

• When log in is complete, you will receive a screen like this with a list of documents in your approval workflow queue:

• Click an item in the list to open and display the document.

• The symbols below the document allow you to resize or rotate it. Hover the mouse over the symbol and it will display it’s function.

• Use the symbols above the document to apply stamps and route the document back to AP.

• To apply a stamp, click the Annotate Page symbol, then click Create Annotations. 

• You will see a small box appear that you can move & position on the document.  Click on the box.  Click on Annotation Type and select Text Stamp.  Then click on Annotation Templates and select Approved, Approved with Notes, or Rejected.  Then click Add.

• The stamp is added to the document.

• Click the Save icon to finalize applying the stamp. 

  • NOTE: If you click the stamp after applying it to the document, you will have an option available below the stamp to delete the stamp if you change your mind about applying it to the document.

• If you are ready to route the document back to Accounts Payable, click the Route Forward icon above the document.

• After the document is routed forward, your display will return to the list of remaining documents in your queue.

  • NOTE: If you don’t want to route the document at this time and would like to return to your list of documents, click the back arrow in the upper left corner of the screen or the symbol (top left in the row of symbols above the document).

• Exit Perceptive Experience by closing the current browser window.

  • NOTE: You can also log out by relocating to the document list, and clicking the user symbol in the upper right corner of the screen.  Click the far right symbol to logout.