The ideal invoice processing process

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What does the ideal invoicing process look like for us? What steps does an invoice go through in the invoicing process and what does a standard optimized workflow look like?

The diagram below shows the ideal invoice processing process as we see it here at Easy Systems.

1. A purchase invoice arrives. 2. The invoice is checked. This step falls under the category 'Easy recognition'. The following steps fall under 'Easy Invoice'. 3. If it is an expense invoice, the invoice is first coded. 4. The invoice can be pre-booked. This is optional. 5. The invoice is put into circulation. 6. If the invoice is rejected, the process goes back to step 3, where the invoice needs to be re-coded. If the invoice is approved, it is booked. 7. The next step is within the ERP. Here the invoice is booked. 8. If in step 2 it is not an expense invoice, then it is a goods invoice. In this case, the invoice is first matched. 9. The match can be within or outside the tolerances. If it is within the tolerances, the invoice is booked immediately. 10. If the invoice is outside the tolerances, it is first put into circulation. 11. If the invoice is rejected, we go back to step 8. The invoice must be re-matched. 12. If the invoice is approved, it is booked.