This guide provides a step-by-step procedure for checking, approving and managing invoices within the system.

Approval Procedure

This is the procedure to approve an invoice:

• Receive an approval notification through email
• Click on the link to open Easy Invoice, or a specific invoice
• Select an invoice in ´My invoices´
• Check the preview of the invoice
• If needed, check the invoice history
• If needed, check the invoice remarks
• Check or approve the invoice

Verify

When you are not allowed to approve invoices, you can verify invoices. Use this procedure to verify an invoice:

• Click on the ´Verify´ button
• If asked for, select a person who needs to receive the invoice next
• Add a comment for the approval (optional)
• Click on ‘OK’

Approval

When you are allowed to approve invoices, you can use this procedure for approval.

• Click the ´Approve´ button
• Add a comment for approval (optional)
• Click on ‘OK’

Enter ´My Archive´ to view invoices which were approved by you.

Exceptions

Returning an invoice

If an invoice is not meant for you, you can return the invoice to the administration:

• Click the ´Return to administration´ button
• Add a comment
• Click on ‘OK’

Send for information

You can send invoices to other Easy Invoice users before approval:

• Click the ´Actions´ button in the menu bar
• Click the ´Send verification request´ button
• Select a person to send the invoice to
• Add a comment (optional)
• Click on ‘OK’