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Activate Invoices in circulation

You activate the Invoices in circulation functionality at the environment level. If you use the activation Invoices in circulation, you can designate a specific reviewer for each purchase invoice. Only this reviewer can release (approve) the invoice for payment.

To activate the functionality:

  1. Go to: General / Environment / Management / Properties.
  2. Go to the tab: Activation.
  3. Select the Invoices in circulation check box (if it has not already been selected). If the functionality has already been activated then leave this option. You can disable this functionality at any time.

    Profit warns you that after activating the functionality the environment needs to be converted.

  4. Click on: Yes.
  5. Click on: OK.

    Profit warns you that no other users can be logged on.

  6. Click on: Yes.
  7. Converting an environment may take quite some time.

Directly to

  1. Configure the purchase invoice review in Profit Windows
  2. Configure the settings for automatic blocking
  3. Authorise blocking and unblocking of purchase invoices
  4. Assign and authorise a reviewer
  5. Automatically copy the reviewer from the creditor
  6. Enable activation of invoices in circulation
  7. Configure an authorisation filter
  8. Add an entry layout

Process

Debtors and creditors