Procountor Mini: Invoice verification, approval, dimensions and invoice specific discussion – Procountor

Verification and approval of invoices in Mini

Purchase, travel and expense invoices can be verified and approved in Mini. Notifications concerning invoices pending verification and approval are always sent to Mini, and they follow the approval circulation defined in Invoice circulation management (Management > Company info > Invoice circulation management).
A notification of an invoice is displayed in Mini for verification/approval to the person whose turn it is in the approval circulation. Invalidated and approved invoices are also displayed in Mini if a notification concerning them has been sent in the program to the verifier or approver before the invoice was invalidated or approved. However, in this case, the notification is displayed as already processed in the application, and the invoice cannot be processed in the application anymore. The application displays the invoice row data and the invoice attachment file behind the Attachments button. The invoice cannot be edited in the application.
If you wish to enter a comment upon verification/approval or forward the invoice to another verifier or approver, this must be done in Procountor.
Actions taken in the application add an entry Verified From API to the invoice transaction data.

Dimensions can be set invoices while verifying and approving the invoices.
Dimensions can be set on the Dimensions tab.
It is possible to choose whether the dimensions are set to the Receipt or to the Transactions. The option that has bee chosen is showing with the green color (as in a picture below).

Plus button enables adding the items and percentages.
Balance button adds automatically a percentage to the item that has been added last. Percentage added with the button is the number that is needed to make the total 100%.
Empty button removes the items and percentages added for the dimension.
It must be acknowledged that new items cannot be added to dimensions in Mini.
After the dimensions have been set, changes can be saved with Save dimensions button. Changes can be canceled with Cancel button.
It must be acknowledged that new items cannot be added to dimensions in Mini.
It is not possible to set dimensions for the travel and expence invoices created in Mini. Dimensions can only be set for the invoices to be approved and/or verified.

On the Invoice verification view, there is a discussion function. Users processing the invoice can take part to the invoice specific discussion in Mini and in Procountor.
It is possible to observe invoice information in the discussion: When the invoice has been saved, verified or approved, and by who.
The users with the privileges to see the invoice can also see the discussion.
Please note that Mini only shows the measures taken in Mini, but Procountor shows the measures taken in Mini and Procountor. All messages show in both Procountor ans Mini, regardless from which one the message was sent.
The discussion can be opened from the paper plane icon on the top right corner of the Verification view. Red dot on the icon is a sign of a new message.
The time and sender of the message are visible in every message. A new message can be written to the text field and sent by clicking on the Send
The messages are saved for the time being and they cannot be deleted.
Further information about invoice specific discussion function in Procountor can be found here.