Invoices that are in circulation can be searched in Invoice circulation hub view. The view shows who is the next in line to approve the invoice. The view can be found from Search > Invoice circulation hub.
The view is visible only if the Invoice circulation in activated in Procountor and the user does not have the following user right restrictions.
Personal purchase invoices only
Personal travel and expense invoices only
Search for personal approvals only
Limited dimensions
Search criteria
Fill in the needed search criteria and click Search.
Business partner
Invoices can be searched based on the business partner name.
Verifier/Approver
The invoices can be searched by using the name of the verifier or approver
Search current verifier only
Searches the invoices where the person is the next verifier.
Receipt type
The hub view searches purchase, travel and expense invoice types. The search criteria can be set so that it will search only a specific receipt type.
Status
Search results can be narrowed down by using invoice statuses.
Invoice number
The search results can be narrowed by typing the invoice number.
Invoice date between
The search results can be narrowed down by using invoice dates.
Fill in the dates or select a date range from the dropdown menu.
Due date between
The search results can be narrowed down by using due dates.
Fill in the dates or select a date range from the dropdown menu.
Looking at the search results
Procountor will search all the receipts that can be found by using the selected search criteria. The lower section of the view lists the business partner name, invoice date, due date, invoice number, receipt type, status, current verifier, invoice notes, sum, the amount of discussions in invoice and the amount of attachments.
Clicking on the info icon on the Current verifier column opens the info box that contains the information of approvers and verifiers of the invoice in question. Current verifiers and approvers are shown bolded and underlined. Users who have already approved or verified are shown with a dimmed text. Users who are still waiting their turn or did not participate on circulation are presented with the default font. Also, the overview shows the on-going substitutions so that the substitute’s name is presented first, and the original approver/verifier’s name is in the brackets.
By clicking the Go to button the user can move to the invoice.
By clicking the Preview button the user can preview the selected invoice.
By clicking the Verification button the user can verify invoices.
By clicking the Payment button the user can pay selected invoices.