Circulating invoices is a process in which there are many possibilities. Automation is highly desirable here, and we are happy to help you achieve this.
The standard circulation process you can view for an invoice shows the users and/or groups to which the invoice is or should be circulated, and who follows in approval *.
Easy Invoice will follow the users from top to bottom, as shown in the following image:
- User A (Controller)
- User B (Controller)
- User C (Budget holder)
You can also easily move the users in the overview after selection if you want to change the order once.
When creating a circulation process, we recommend basing the order as much as possible on the amount of rights per user. This means that you place the controllers first in the workflow and then, for example, the budget holder.
* Want to know how to assign a group of budget holders in one to circulate an invoice? See article: