Review purchase invoices (e-invoices) in InSite
You can computerise your invoicing processes further if you import and enter the purchase invoices as e-invoices. In this process you can also use the workflow to review the purchase invoices for payment in InSite.
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Description
The e-invoice workflow in InSite works as follows:
An employee imports and enters the e-invoice (ubl or xml) in Profit Financial with the digital PDF file of the invoice as an attachment. The workflow starts automatically when the entry takes place. The employee who is linked to this step, is automatically given the task of entering the purchase invoice. When this task is reported complete, the designated employee for this purpose can approve the invoice.
For this process you can skip the Post purchase invoice task in InSite. You can add and configure your own E-invoice workflow,
which is based on the Purchase invoice (Profit) workflow.
An example of this process is illustrated in the following diagram:
Before you can use , You first have to configure the e-invoice workflow before you can use it.
Preparation
- Configure the review of purchase invoices using InSite/OutSite
- Configure workflow
The user you designate as the reviewer, approves the purchase invoice. We recommend that you authorise at the (user) group level, and to make the responsible employees members of this group. This way a different user in the group can replace the reviewer and take over this person's tasks. You set this up in the workflow.