In the Invoice circulation Management view of the Procountor software, you can define whether invoice-specific discussions are allowed on the company’s invoices.
- Invoice-specific discussions are available for travel, expense, and purchase invoices.
- Messages sent by users from Procountor and the Procountor mobile application are saved in the discussion.
- All users with at least viewing rights to a specific invoice can participate in the discussion.
- It is possible to mention another user in the discussion by using the @ symbol followed by the desired person’s name.
- Tagged comments appear in the Comments section of the Home view.
- By clicking on an individual comment, you are taken directly to the invoice.
- The comment is removed from the Home view once it has been opened.
How do I add a comment on an invoice?
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Select Invoices from the bottom row. In the Invoices view, you can filter the invoice list based on Status and Invoice Type.
- Tap on the desired invoice.
- Select Choose action and Add comment.
- The comments are shown in real time in the application and in the Procountor software with the invoice’s Discussion function.