Controller: Overview

As a Controller, you have extensive access and capabilities within the Semine platform.

Role Overview

Controller

Access Level: Full access to settings and write access to all invoices.
Capabilities:

• Approve, forward, reject, and pause invoices on behalf of others.
• Edit flags.
• Access to "Options" which includes archiving, moving, reanalyzing invoices, cancelling workflows, and restarting flows.
• Ability to post invoices directly without needing to click the "Approve" button first. Once an invoice reaches the status "For Approval," you can immediately click "Post.

Controller - Without Invoice Upload
Access Level: Same as the Controller role but without the ability to upload invoices.

Controller - Read-only Access
Access Level: Same as the Controller role but with read-only access to invoices.

Controller Light
Access Level: Same as the Controller role but without access to settings and without the authority to approve on behalf of others.

Useful Links

The following details provides a comprehensive list of useful links and step-by-step instructions to help you get started.

Getting started with invoice approval

• Getting started as invoice approver (Steps 1-8)
• Startup 1: Login
• Startup 2: Invoice list
• Startup 3: Views in the invoice list
• Startup 4: Open invoice
• Startup 5: Handle invoice
• Optional
  • Startup 6: Customize invoice screen
  • Startup 7: Comments - Inbox
  • Startup 8: SEMINE Mobile app
  • Startup 9: Absence assistant

Setup

Workflow setup

A workflow is a series of automated steps that guide the processing and management of invoices from receipt to payment. These workflows streamline and standardize the invoice handling process, ensuring consistency and efficiency.

• My first Workflow - Part 1
• Optional
  • Part 2 - Multiple flows
  • Part 3 - Conditions in folder
  • Part 4 - Multiple approvers
  • Part 5 - Multiple conditions
  • Part 6 - Exclusivity
• Examples
  • Workflow - Forward to buyer's reference and require dimension
  • Workflow - 2 approvers with different amount limits

Automation setup 

Automation rules help streamline invoice processing by performing repetitive tasks automatically. A controllers can effectively set up automation rules in Semine, enhancing efficiency and accuracy in invoice processing.

• How to set up Automation rules
  • My first automation
  • Automation