- The verification and approval of invoices follows the specifications made in Procountor’s Invoice circulation management view.
-
In the Home view, invoices waiting for approval and verification are grouped under the Tasks section. The number of invoices is indicated in parentheses.
Purchase, travel and expense invoices can be verified and approved in the application.
1. In the home view of the application, the Tasks section is grouped into:
Assigned to you - where you can see invoices personally assigned to you that are awaiting verify or approval.
Other tasks - where all pending tasks within the company, such as verifying or approving invoices, are displayed. You will see all tasks for which you have the necessary user rights.
By clicking on the Task, you will be taken to the invoice list, which is automatically grouped, for example, into invoices awaiting review.
2. Navigate to the invoice you want to verify/approve by clicking on it.
3. Click Verify, and the application will send the invoice to the selected approver. If you are also the approver, click Approve next.
- If an invoice circulation is in use and you are not the next approver in line, the application will notify you that You are not the next approver for the invoice. Are you sure you want to approve the invoice now? You can press Approve or Cancel.
-
In a situation where you cannot approve an invoice, you can use the Choose action button in the Invoice-specific view and choose options such as Return back or Invalidate invoice. By selecting Return back, you can send the invoice back to the previous approver.