The Reason Category and Codes tool is used to create reasons why either part or all an invoice is returned to an employee. The reason code is selected whenever the processor returns part or all of an invoice and is a mandatory step when doing so. The information made available by selecting Reason Codes provides the company with structured tracking of the reasons that invoices in part or full are sent back, so that statistical analysis can point out areas for additional employee training or re-examination of business policy rules.
When the processor selects Send Back to Employee, the Send Back Invoice dialog box displays all available reason codes set by the administrator. The processor selects the appropriate code(s) and selects OK to return the invoice to the employee.
Note
