If certain invoice amounts are to be secured by a 4-eyes principle, you can define a policy and the amount.
Every invoice above a certain amount must then be verified by another person so that the invoice can be approved.
Things to know
The following rules apply when invoice amounts and credit memo or discounts are exceeded:
-
If an invoice matches or exceeds the specified invoice amount, the invoice must always be approved by another person.
-
The amount relevant for the 4-eyes principle is the net amount in the header fields.
-
You can also work with credit memo (negative invoice amounts) using the 4-eyes principle. In the case of credit memo or discounts, the invoice must be approved by another person if the absolute invoice amount exceeds the specified value.
Here's how
-
Click on edoc invoice in the sidebar to open the edoc invoice dashboard.
-
Click on Settings and select the relevant company under Company settings.
-
Activate the Policies entry in the Approval according to the 4-eyes principle section and enter the amount.
-
Click on Save in the ribbon.
Tip
If you always want to carry out the 4-eyes principle for any invoice amount, activate the approval according to the 4-eyes principle and enter the value 0 as the approval amount. Each invoice amount must therefore always be subject to the 4-eyes principle.