Integration 4: Processing invoice

The invoice will have to be manually approved and posted to set in in state "Posting". Log in as a controller or approver user with access to the same organization and client.After a 1-2 minute delay, you should see the invoice listed as below.

Approving the Invoice

1. First, assign the invoice to your own user in the invoice list. This will start the workflow and set the invoice in status "In Review".

1. Click on the workflow symbol to open the workflow view. Then click the small tick mark next to your name to approve the invoice.

Coding the Invoice

1. Open the invoice and select the GL account previously imported through the integration API.

Posting the Invoice

1. Click on "Generate AL" (Generate Accounting Lines) to prepare accounting lines for posting to your ERP system.
2. Click on "Post" on the bottom toolbar. The current invoice will close and the next will open, ready for processing.

Getting the posted invoice >