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University of Pennsylvania
Suite 318 Franklin Building
3451 Walnut Street
Philadelphia, PA 19104
215.746.4357 (Phone)
215.898.0817 (Fax)

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Invoice Holds Definitions

Back to Browse Topics - > Invoice Holds

Using E-Mail Functionality

When another person needs to review the Invoice, you can send them an e-mail attachment.

  • Reviewer CANNOT apply Markups used for transitioning invoice to Accounts Payable, i.e. Resolve Holds, Route to Accounts Payable or Return To
  • Reviewer can apply Annotations, i.e. Yellow Highlight, etc.

To Send E-mail:

  • Click on Email Option
  • To…
    • Type any email address (Does NOT have to be BEN User)
    • -OR-
    • Click To… and type in the last name of the contact desired, e.g. Murray in the Filter Criteria field
    • Click on [Filter]
    • Click on the desired name; click on To->
    • Click [OK]
  • Subject – Enter the Subject for the Message (e.g. PO #XXXXXX)
  • Message – Enter Message for the User (e.g. “Please Review Invoice”)
  • Delivery Options – will default to PDF Attachment
  • Image Options (Optional)
  • Click [OK]

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Fast Facts


FastFacts are useful tips about BEN Financials. To see a complete FastFact, click MORE. To view all of the FastFacts click on 'FastFacts' from the left navigation column.
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