In the Receipt search, you can select the option Verification of multiple invoices in the drop-down list of the Verification button. It allows you to verify multiple invoices on the search result list.
The Verification of multiple invoices button in Receipt search opens a new view, where all invoices in the search result are available for verification and approval.
Invoices available for verification / approval are shown as grey rows. Invoices in payment are displayed in red and they are not available for processing.
The buttons in the upper section
You can verify the selected invoices by the Verification button. The button creates a verification stamp on the invoice, containing the user name, date, time and verifier’s comment.
If the approval circulation for purchase or travel and expense invoices is in use, the invoice is set to status Verified, when all defined verifiers have verified the invoice. Read more about the invoice approval circulation and e-mail notifications.
If the selection includes an invoice that cannot be verified, none of the other invoices will be verified either. An error message about this issue is displayed.
In connection with verification, the system checks whether there are similar purchase invoices with corresponding information and displays a warning if similar invoices can be found in Procountor.
The system displays a warning if all of the following conditions are fulfilled:
- Matching due dates or matching invoice dates
- Matching invoice sender’s invoice numbers or matching bank reference codes
- Matching invoice sender’s names or matching invoice sender’s register information
- Matching invoice sums
You can approve the selected invoices by the Approve button. The button creates an approval stamp on the invoices, containing the user name, date, time and approval comment.
If the approval circulation for purchase or travel and expense invoices is in use, the invoice is set to status Approved, when all defined approvers have approved the invoice. Read more on the invoice approval circulation.
If the selection includes an invoice that cannot be approved, none of the other invoices will be approved either. An error message about this issue is displayed.
By clicking the Revert to unfinished button, you can revert invoices with a status of Verified, Approved or Payment denied to status Unfinished, which enables the user to edit those invoices.
The Payment denied button changes the invoice status to Payment denied. Invoices with the status Payment denied cannot be paid. You can revoke the status Payment denied by restoring the status of the invoice to Unfinished.
The Select all button selects all invoices on the list or deselects all invoices on the list.
Select > Waiting for own verification button to select the invoices that are waiting for the user’s verification.
Select > Waiting for own approval button to select the invoices that are waiting for the user’s approval.
The Close button closes the view.
The buttons at the bottom
The buttons at the bottom allow you to process the invoice on the selected row.
The Invoice info button displays the event information and the assigned verifiers and approvers of the selected invoice at the bottom of the view.
The Invoice button opens the Invoice page that contains the information of the invoice.
The Accounting button opens the invoice’s accounting view.
The Dimensions button opens the invoice’s dimension view.
With thePreview button you can view the invoice information in HTML or PDF format in a new window.
The Attachments button allows you to view the invoice’s attachment files. Attachment files cannot be added or removed when verifying multiple files.