Review purchase invoices (e-invoices) in InSite

In InSite, you approve the e-invoices as soon as they have been imported and entered in Profit Financial. You approve them in the same way as a 'normal' purchase invoice.

Only the user who has been recorded in the workflow configuration as a reviewer can see the dossier item with the purchase invoice. Thus the dossier item is the user's task: he or she has to complete it.

The specific Approve purchase invoice action in the workflow ensures that the purchase invoice is unblocked for payment and can be included in the payment order.

To review and approve an e-invoice in InSite using the workflow:

1. Open the site.
2. Log on with the user name and password.
3. Click on: OK.
4. Go to: Startpagina.
5. Go to:  Openstaande taken or Mijn ingestuurde dossieritems.
6. Double-click on the Instuurdatum column if you want to sort the tasks by date.
7. Open the purchase invoice.

   The details of the purchase invoice and the associated financial entries are displayed.

8. Scroll down in the screen to see the PDF attachment of the purchase invoice.
9. Click on the action:Post purchase invoice and click: Confirm.

   If you use your own e-invoice workflow, you do not need to perform this step. You can immediately approve the purchase invoice in InSite.

10. Open the purchase invoice again to approve it.
11. Click on the action: Approve purchase invoice.
12. Click on: Confirm.

The dossier item is no longer displayed in InSite. The task has been completed. Approve purchase invoice also completes the Purchase invoice or E-invoice workflow and the invoice is released for payment.