Approving and verifying an invoice
The verification and approval of invoices follows the specifications made in Procountor’s Invoice circulation management view.
How do I verify and approve invoices?
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. These tasks are not assigned to you personally.
1. By clicking on the Task, you will be taken to the invoice list, which is automatically grouped, for example, into invoices awaiting approve.
2. You can open an individual invoice by selecting the invoice you want. You can also approve all invoices at once by selecting Approve all, or choose the invoices to approve manually by selecting Select manually.
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 or want to edit it, you can use the Choose action button in the individual Invoice view. The actions available depend on the current status of the invoice. For example, you can invalidate the invoice, mark it as paid, edit the invoice, add a comment, or pay the invoice directly (if you have the required user rights). Using the Return back option, you can return an invoice that is in the approval circulation back to the previous reviewer or approver.
