Change status | eConnect

You can manually change the status of an incoming invoice on the eConnect platform. This is useful for tracking which invoices have been approved, paid or rejected, especially when you do not use an automatic approval workflow.

How to change the status

Step 1: Open the invoice

Go to the Inbox and click on the invoice whose status you want to change.

Step 2: Click the status button

In the invoice details you see the current status. Click the status button or status field to see the available options.

Step 3: Choose the new status

Choose the desired status:

Approved for payment: the invoice has been approved and is ready for payment
Paid: the invoice has been paid
Rejected: the invoice is not accepted

The change takes effect immediately. If the sender is also on the eConnect platform, the status change is automatically communicated to the sender.

When to change the status

The most common reasons to manually change the status:

After payment: mark the invoice as "Paid" so you keep a complete overview of what is still outstanding.
After approval: mark as "Approved for payment" if the invoice has been accepted but not yet paid.
When rejecting: mark as "Rejected" if the invoice is incorrect and you are not going to pay it. You can optionally add a comment with the reason.

Changing status with a workflow

If your organisation has an approval workflow configured, statuses are automatically adjusted based on the approval process. In that case you usually do not need to change the status manually; the workflow handles it. Manual adjustment remains possible for exceptional situations.

Want to learn more about the different statuses? Read Invoice statuses explained.

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