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You can map your workflows digitally by assigning release processes manually or automatically. The assignment of reviewers in the approval process can be carried out by person or dynamically by function in the project or organization chart position and has an amount control that also enables the automatic approval of small amounts. An optional multi-level process guarantees the dual control principle where required.
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Furthermore, with the invoice receipt book we offer the option of automatic notification of responsibility, which streamlines the checking process. The responsible employee receives an e-mail that an invoice is available for factual verification, for example. This e-mail already contains key data such as the invoice number and supplier.
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Works in the desktop version supported by work lists
Maintains an overview of all incoming invoices
Can completely remove or hide documents
Receives information about the processing status of each invoice
Can display document image and data fields together in the desktop client and transfer data from the PDF
Immediate creation of a new supplier with qualified address data (Crefo connection)
Can manually assign release processes
Can remind inspectors by email with a direct link
Allows administrative activities such as defining rules and approval processes
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Often works in the 2GO version, can also use the desktop client (depending on license)
Focused view of the invoices to be checked by the auditor
Can approve or reject documents for the next verification step or make queries
E-mail notification when a new document is to be checked
Via optional multiple release: mass release, mass check
Can upload additional documents
Can add or change all data in the document
Can be required to specify cost dimensions (cost center).
Rights management for the rebu
The administrator must ensure that the selected responsible persons are assigned the necessary rights as creators or reviewers. Further information on rights and profiles can be found here.
The rights for the invoice ledger can be found under the "Finance" function.
Go to Settings>System administration>User administration>Manage user profiles and rights. There, select "Finance - all rights" in the rights profile list and duplicate this by clicking on the corresponding button below. Rename this new rights profile in the field highlighted in blue, e.g. "Finance - Rebu creator".
In the duplicated profile, first deactivate all rights in the two columns "Display" and "Edit" and filter on "Invoice receipt book" and set the rights.
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Create the profile for the reviewer (factual check and payment release) in the same way.
Name it and set the Invoice receipt book (check/release) and, if required, the Invoice receipt book (multiple release) right.
In a small company, where the entry, factual check and payment release are in one hand, it makes sense to create only one common rights profile.
You then assign the newly created profile to the user for the desired companies via the user administration (Settings > System administration > User administration > Manage users).