Purchase, travel and expense invoices that are waiting for verification are shown in Invoices waiting for verification widget on Procountor’s home page. Through the widget, the user can access Verification view of as well as Verification of multiple invoices.
Invoices shown in the widget
The widget shows purchase, travel and expense invoices in statuses Received, Unfinished and Verified. Receipts in status Payment denied are not shown in the widget.
If there are invoices for which no approval circulation has been set (or generated by default), but the user has full rights for searching purchase invoices (meaning that rights are not restricted the user’s own invoices or invoices where the user is either verifier or approver), these invoices are shown for the user in the widget.
However, if there’s an approval circulation set or generated for the invoice and the user is not a part of that circulation, the invoice is not shown for the user in the widget.
If the user set as is the approver and the invoice is in status Received or Unfinished and there are verifiers who have not yet verified the invoice, the invoice is not shown in the widget. However, if the invoice is in status Unfinished and it has only one approver, the invoice is shown for the approver in the widget.
Approval circulation order settings’ effect on the widget
If it has been determined in Management > Company info > Approval circulation settings that approval circulation does not happen in order (meaning that Approval circulation order setting is not in use), invoices are shown in the widget as follows:
- The invoice status is not Verified and the user is a verifier, but has not yet verified the invoice.
- The invoice status is Verified and the user is an approver, but has not yet approved the invoice.
- The invoice status is not Verified and the user is an approver, but there are no verifiers determined for the invoice.
Invoice is not shown in the widget, if:
- The user is a verifier and invoice status is Verified.
- The user is an approver and invoice status is Approved.
- The user is a verifier but has not verified the invoice and instead, the invoice has been verified by another user who’s not a part of the approval circulation.
If it has been determined in Management > Company info > Approval circulation settings that approval circulation has to happen in order (meaning that Approval circulation order setting is in use), invoices are shown in the widget as follows:
- The invoice status is not Verified and the user is the next verifier, but has not yet verified the invoice.
- The invoice status is Verified and the user is the next approver, but has not yet approved the invoice.
- The invoice status is not Verified and the user is the next approver, but there are no verifiers determined for the invoice.
Invoice is not shown in the widget, if:
- The user is an approver and the invoice status is Approved.
- The user is a verifier and the invoice status is Verified.
- The user is a verifier but has not verified the invoice but instead, the invoice has been verified by another user who’s not a part of the approval circulation and the invoice status is Verified.
- The user is one of the verifiers and the invoice has not yet been verified by the previous verifier.
- The user is one of the approvers and invoice status is Verified, but it has not yet been approved by the previous approver.
User rights’ effect on the widget
Also user rights set for the user affect how the invoices are shown in the widget.
- If a user’s rights are restricted to their own travel, expense and purchase invoices (restrictions Personal travel and expense invoices only and Personal purchase invoices only are in use), invoices created by other users are not shown for the user in the widget.
- If a user’s rights are restricted to invoices where they are set as verifier or approver (restriction Search for personal approvals only is in use), invoices on which the user is not set as verifier or approver are not shown for the user in the widget.
Information on other widgets can be found here.