Detailed information of the invoice and its transactions can be observed on Invoice transaction information window.
Invoice transaction information window can be opened on Receipt search view (Search > Receipt search). When receipt search is executed, the invoice in demand can be activated by clicking the row of the invoice in search results. When the row is activated, Invoice transaction information view can be opened by clicking More actions -button and then choosing Invoice transaction information from the opening drop-down menu. Invoice transaction information view can also be opened by clicking the right mouse button on the row of the invoice and the by choosing Invoice transaction information from the opening menu.
The transaction information
The transaction information listed below can be found at the top part of the Invoice transaction information window. If the transaction has occurred, the date, time and the name of the user who executed the transaction will be showing below the transaction.
Invoice number
Invoice sum
Created
Edited
Sent
Paid
Invoice group
Payment reminder
If external financing is used and the info about the invoice is sent to the finance company, the transaction information will be showing Financing data in transfer queue (financing data is waiting to be automatically sent) or Financing data sent (financing data is sent from Procountor to the finance company).
The list of actions
The actions allocated to the invoice can be seen at the lower part of the window. By clicking the columns with the headings, the order of the actions can be changed.
Possible actions are listed below:
Verification
Contains the invoice’s verification information.
Approval
Contains the invoice’s approval information.
Unfinished
Contains information regarding the invoice’s Unfinished For example, if the status is changed back to Unfinished.
Send for circulation
Contains the invoice’s approval circulation information.
Sending
Contains information regarding the invoice’s sending.
Sent for payment
Contains information regarding the invoice’s debiting.
Paid elsewhere
Contains information on the invoice’s Paid elsewhere
Deny payment
Contains information on the invoice’s payment denial.
Payment reminder
Contains information on payment reminders sent regarding the invoice.
Payment reminder (Finago Maksuvahti, Ropo Oy)
Contains information on the invoice’s transfer to outsourced payment reminder service.
Payment reminder by mail
Contains information on payment reminder sent by mail.
Payment reminder by e-mail
Contains information on payment reminder sent by e-mail.
Manual payment allocation
Contains information on the invoice’s manual payment allocation.
Cancel payment transaction
Contains information on cancelled payment transaction on the invoice.
Delete payment transaction
Contains information on payment transaction deleted from the invoice.
Converted into an invoice
If the invoice was converted from an order, information regarding the conversion is displayed here.
Directed to another approver
If the invoice has been directed to a different approver, information on the process is displayed here.
Directed to another verifier
If the invoice has been directed to a different verifier, information on the process is displayed here.
Returned to previous
If the invoice has been returned to a previous verifier, information on the process is displayed here.
Collection (Finago Maksuvahti, Ropo Oy)
Contains information on the invoice’s transfer to the outsourced collection service.
Deleted 'Paid elsewhere' payment event
If the invoice has been reverted from Paid elsewhere status, information on the procedure is displayed in this field.
Product information updated to inventory management
Contains information on the update of product information in inventory management.
Received via automatic transfer
Contains information on the invoice’s reception via the automated transfer connection.
Received from scanning service
Contains information on the invoice’s reception via the scanning service.
Received as e-invoice
Contains information on the invoice’s reception as an e-invoice.