Authorise invoices

Invoices waiting for your authorisation are in the Inbox under Authorizations.

Authorise an invoice#

1. Go to Authorizations and open the Inbox tab.
2. Open the invoice. You see the document, the lines, the workflow steps and any deviations.
3. Click Authorize.

Under Settings, use Authorize per to choose whether you authorise the whole Invoice or each Invoice line. This is your personal preference.

Reject an invoice#

1. Open the invoice and click Reject.
2. Choose Reject (workflow can be resumed) or Reject permanently (cannot be resumed).
3. Optionally add a Comment and confirm.

If an invoice was rejected but not permanently, Resume workflow starts over. Authorisation then restarts at the first step. The rejection stays visible in the History.

Several invoices at once#

Select several invoices in the Inbox to handle them in one go, for example with Approve or Reject.

An invoice in the Approve invoice stage can only be approved and booked once all steps have authorised it.

In the Approve payment stage the invoice has already been booked. When you authorise, it enters the payment batch. When you reject, it stays out of the payment batch.