Delete invoice Sets the document to "Deleted" status. All workflows are removed from the invoice. It is possible to restore the invoice. In order to be able to delete an invoice you must also write a comment about the reason, without a comment the Delete Invoice button will not be active.
Move invoice Moves the document directly to another company. The original document is given the status "Moved" and a new document is created in the company you moved the document to. There, the document will go through the enrichment process again as if the document was submitted as usual: AI, rules, dimension capture, period will be captured and relevant workflows wil be applied.
Reanalyze invoice Sends the document through the enrichment process again. This is useful if you want to test changes to automations, dimension capture or other settings. Note: No workflows are interrupted.
Reject invoice Sets the document to "Rejected" status. Controllers can thus also reject documents that have not been assigned to them. All workflows are interrupted. It is possible to continue the processing of an invoice with the button "Continue": This will also restart all workflows.
Restart Workflows All active workflows are interrupted and SEMINE searches again for the appropriate workflows. Note: Duplicate control is not carried out, nor will user aliases registered after the invoice was received be regarded.
Pause This is only available when the document has been assigned to you. Puts the document in "Paused" status. This can be useful if you, for example, dispute an invoice. It is possible to resume the processing of an invoice later by choosing "Alternatives" --> "Resume".
Resume Only available for invoices in the "Paused" status. This will resume the invoice to the workflow step where it was paused.
Restore invoice Only available for deleted invoices. This will restore the invoice.
Continue Continues workflows and automations when they are in the "Rejected" status, or in the following internal statuses: "Pre-approval", "Validation error", "Credit note processing" or "Project".
Forward Only available if not disabled by a superuser. With this button you will forward your approval step to another user. After that user has approved, the invoice will commence to the next step, as if you had approved it yourself. Note: The invoice will not follow a new workflow by forwarding it to someone else, only you will be replaced in the current step.
Reject invoice Only available if not disabled by a superuser. This will do the same at the option "Reject invoice" in the "Alternatives" menu: Sets the document to "Rejected" status. Controllers can thus also reject documents that have not been assigned to them. All workflows are interrupted. It is possible to continue the processing of an invoice with the button "Continue": This will also restart all workflows.
Approve Only available if the invoice is assigned to you. With this you approves the invoice, or what is relevant to you, and sends it to the next step in the workflow, unless you have the last step. When the invoice is approved in all workflow steps, the invoice will have the status "Approved.
Generate and post Only available for users with appropriate user rights. On invoices in "Approved" status this generates accounting lines by condensing them to only unique lines, and sends them for posting in the ERP system. For a brief moment the invoice will have the status "Posting", "In transit to ERP" before getting the status "Posted".
Comments
0 comments
Article is closed for comments.