Configure the purchase invoice review in Profit Windows

This section describes the configuration of the purchase invoice review in Profit Windows. In Profit, you can set up Profit to automatically block purchase invoices for payment. You can block purchase invoices you have entered using a setting in the entry layout and you can block them manually. Only once the invoices have been unblocked, are they once again included in the automatic payment files.

If you want to have a specific reviewer review and unblock the purchase invoices in Profit Windows (instead of using the Purchase Invoice workflow in InSite), you can also configure the Invoices in circulation functionality. The employee who enters the purchase invoice can assign a specific reviewer. In Profit Windows, only this reviewer can unblock (release) the blocked invoice for payment, after which it can be included in a payment file. You can activate and configure this functionality separately.

Procedure

• Configure the settings for automatic blocking
• Authorise blocking and unblocking of purchase invoices
• Assign and authorise a reviewer
• Automatically copy the reviewer from the creditor

  Note: 

  The above steps apply to both the basic functionality and to the Invoices in circulation. The steps below apply only to Invoices in circulation.

• Enable activation of invoices in circulation
• Configure an authorisation filter
• Add an entry layout

Also see

• Block and release purchase invoices
• Enter invoices in circulation