You can define a group for invoices without purchase order reference or invoices for goods (invoices with purchase order reference) that must approve the invoice once a certain invoice amount has been reached.
Things to know
The following rules apply when invoice amounts and credit memo or discounts are exceeded:
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If an invoice exceeds the maximum amount, the invoice must always be approved by a member of the specified group.
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The amount relevant for the 4-eyes principle is the net amount in the header fields.
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You can also work with credit memo (negative invoice amounts) using the limit approval. In the case of credit memo or discounts, the invoice must be approved by a member of the specified group if the absolute invoice amount exceeds the specified value.
Let's assume that your organization has agreed that all invoice amounts over 1,000 euros must be approved by the management. Only then can the workflow for this invoice be completed and posted in the ERP system.
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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Select a group in the Limit approval section and enter the amount. Example: If you enter 100.00, the limit approval applies to invoice amounts as well as to credit notes or discounts with negative invoice amounts.
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Click on Save in the ribbon.
If you no longer wish to use the limit approval for a company, remove the group by selecting the three dots in the drop-down list. You can also remove the approval amount. In this way, you have completely deactivated the limit approval.
Tip
If you always want to activate the limit approval for any invoice amount, select a group in the Limit approval section and enter the value 0 as the approval amount. Each invoice amount must therefore always go through the limit approval.
You can use the standard subject lines for the notifications or formulate your own texts for the subject lines for each company at Workflow > Subject suggestions.