Invoices | charges & matching to PO

Permission to record invoices & charges & match to PO(s) is given in User Management.

Settings for uploading invoices are provided in SetupApps

Upload an Invoice

Any user, including a supplier, can record invoice details if:

1. access is given to Invoices Charges upload in Assign Users to ... Apps; 
2. supplier(s) are mapped to that user at Upload Supplier Invoices; or
3. If the user is an Invoice Manager, step (2) above is not required if the Invoice Manager is assigned to the department that raised the PO at Assign Invoice Manager to Depts under Roles.

Match to PO 

Any user, including a supplier, that is given permission to record invoices & charges, can match an invoice to a PO if given access to Match to PO in Assign Users to ... Apps.  The invoice & match to PO is then available for an Invoice Manager to review and approve.

If the user does not have permission to record invoice & charge details, they need to follow steps 2 & 3 above to match a PO.

If the Invoice Manager matches it is automatically approved.