Viewing Documents In Use

When you open an invoice, its status immediately changes to “In Use.” Other people can view the document you’re processing, but they can’t edit it or submit it to Workday.

In Use Status

The My Invoices page shows which documents have an In Use status. Documents with this status are currently being edited by other users.

The In Use status always shows first, even if a document has more than one status, such as On Hold or Past Due. Hover over the status to see the complete list.

Tip! It’s best practice to close documents that you aren’t actively working on so that others can edit and submit them.

If a document has not been edited for more than 15 minutes, it’s no longer in use and becomes available for others to edit.

View Who Is Editing

Open any document that’s in use to view who is editing the invoice. Their name is at the top of the document entry page.

The document entry page will be read-only, and you won’t be able to edit or submit the document until it’s no longer in use.

 

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