Permission to upload an invoice and match to PO is given in User Management.
Upload an Invoice
Any user, including a supplier, can upload an invoice if:
- access is given to Upload Invoice in Assign Users to ... Apps;
- supplier(s) are mapped to that user at Upload Supplier Invoices; or
- 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 uploaded an invoice, 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 upload an invoice, they need to follow steps 2 & 3 above to match a PO.
If the Invoice Manager matches it is automatically approved.