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Verification of multiple invoices

Procobot avatar
Written by Procobot
Updated today

Verifying of multiple invoices view can be used to do the following actions for multiple purchase invoices, travel invoices, expense invoices and journal receipts:

  • Verification

  • Approval

  • Returning to Unfinished state

  • Payment denial (it is not possible to set journal receipts to status payment denial)

The view can be accessed the following way:

  1. Search the desired receipts in Receipt search.

  2. Click the arrow icon next to Verification button and choose Verification of multiple invoices.

Instructions on how to use the function can be found by clicking the info button.

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Verify

  • This button marks the chosen invoices as verified by the user in question.

Approve

  • This button marks the chosen invoices to Approved-status. User will get a notification if trying to approve invoices with a disabled VAT status. The notification doesn't block approving invoices.

Unfinished

  • This button returns the chosen receipts to Unfinished status from Verified or Approved status.

Deny payment

  • This button sets the invoices to Payment denied status.

Select

  • Select all button selects all the rows.

  • Select ones waiting for own verification button selects only the invoices that are waiting for verification from the user in question.

  • Select ones waiting for own approval button selects only the invoices that are waiting for approval from the user in question.

  • Clear button removes the selections.

  • It is also possible to select the rows separately from the checkboxes on the left side of the view.

Invoice info

  • This button shows information of the chosen receipt in the lower section of the view.

Invoice

  • This button (and the arrow icon next to it) is used to go to Invoice view and other views of a single invoice.

It should be noted that the Verification of multiple invoices page does not give a notification about duplicate invoices (unlike the Verification page of a single invoice during sending to circulation, verifying and approving).

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