Configure the review of purchase invoices using InSite/OutSite (Purchase invoice workflow)

You can further automate the process of entering, reviewing and approving purchase invoices within your organisation using the Purchase invoice (Profit) workflow, supplied as default. You can use the purchase invoice workflow to track and monitor the purchase invoices of your organisation using InSite. You perform the steps of entering, reviewing and approving the purchase invoices using InSite. You can also configure an additional step for the submission of purchase invoices by external parties using OutSite.

If you also configure Purchase Invoice in OutSite, your contacts can use the customer or other portal to submit a purchase invoice as a dossier item and attach the PDF file of the invoice to the dossier item. If you use the Purchase Invoice workflow, you can process the purchase invoice further in Profit and InSite.

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You can use the Purchase Invoice workflow to track and monitor the purchase invoices of your organisation using InSite. You perform the steps of entering, reviewing and approving the purchase invoices using InSite.

The final action in this workflow is to release the invoice for payment after the relevant reviewer has given approval. This ensures that the paper invoice does not need to be passed on through the entire organisation in a plastic wallet with the text "to be approved by…". The reviewer, as recorded when entering a purchase invoice, is automatically given a workflow task so the invoice can be approved and released for payment.

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.

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