Solution is designed to automate the process of reconciliation and approval of invoices
Process invoice approving include next steps:
- Create a document with document type Invoice.
- Specify the Invoice subject.
- Add the invoice as an attachment.
- Transfer the item name, amount of items, price and currency to the Invoice document.
- Click the Send for approval button.
- Process will automatically create tasks for all the staff units assigned to the Approver document role.
- Approvers close their tasks.
- Approve – the invoice is approved.
- Reject – the invoice is rejected.
- The Invoice State is automatically updated based on the approvers decisions.
- If all approvers approved the invoice, the Invoice state will be Confirmed.
- If at least one of the approvers reject the invoice, the Invoice state will be Canceled.