There are No Available Workflow Buttons on this Document

💬 Question

I don’t see any workflow buttons (Approve, Route, etc.) on my invoice. What’s wrong?

✅ Answer

🔍 Common Causes

1. Document is in the wrong status for its type

• Example:
  • A Non-PO invoice is placed in Matching Exception
• Why this is a problem:
  • Matching Exception is only used for PO invoices that fail matching
• Result:
  • The system doesn’t recognize a valid next step → no buttons appear

2. Document is not routed to the current user

• Workflow buttons only appear if:
  • The document is assigned to you
• If not:
  • No actions will be available

3. Document is not in a valid AP or Approval status

• For Non-PO invoices, workflow actions depend on status:
  • Approver actions require:
    • Status = Pending Approval
  • AP actions (like Route) require:
    • Status = New, Rejected, or Return to AP 

🛠️ How to Fix It

• If the document is in the wrong status:
  • Move it back to a valid status such as:
    • Return to AP
    • New
• Then:
  • AP should click Route to send it back to the approver

🔄 Return to AP Workflow

• When an approver clicks Return to AP:
  • The document goes back to AP for updates
• To send it back to approval:
  • AP must use the Route button
  • This selects an approver and restarts workflow 

📌 If you’re still stuck

Contact Client Support with:

• DIN/Invoice number
• Current status
• Screenshot (if possible)