You can set up a group to post invoices in your ERP system. After an invoice has gone through all the workflow steps of the verification, the defined group is entered as the recipient when the workflow for an invoice is completed.
You can define a group for invoices without purchase order reference and invoices for goods (invoice with purchase order reference).
Things to know
By default, the function Complete workflow without data transfer is activated for the posting groups. If you want to prevent your team members in the posting groups from completing invoices without data transfer, deactivate the function. You can reactivate the function at any time.
Here's how
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Click on edoc invoice in the sidebar to open the edoc invoice dashboard.
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Click on Settings and select the relevant company under Company settings.
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In the Workflow - Completion section, select a group for invoices without order reference and a group for invoices wih order reference.
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If required, deactivate the Complete workflow without data transfer function by deactivating the checkbox.
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Click on Save in the ribbon.