Overview of the different scenarios for approving an invoice

In edoc invoice, you have various options for verifying invoices based on a set of rules.

You have these options to regulate the verification and approval of an invoice:

• Approval according to the 4-eyes principle: With this set of rules, two people must approve an invoice. Further details can be found here: Define approval according to the 4-eyes principle for invoice approvals

• Limit approval: With this set of rules, you have defined the groups and the amount from which a group must approve an invoice or credit memo. For more details see: Set a limit for invoice amounts (limit approval)

• Approval with cost center policy: With this set of rules, you define the cost centers, groups and the respective minimum amount from which a group must approve an invoice. Create approval policies for cost centers

You can apply each set of rules for verifying an invoice individually or combine them if the simple check after receiving and entering an invoice does not comply with the policies in your organization.

If you opt for a combination of all sets of rules, an incoming invoice would run through the following verification scenarios:

Important note on the combination of approvals with cost center policies, 4-eyes principle and limit approval

If you specify several groups in the cost center policy that must approve an invoice, the system checks whether the invoice has been approved by two people in the cost center policy when approving according to the 4-eyes principle. In this case, only one person needs to approve the invoice with the 4-eyes principle.

The reason for the "shortening" lies in this combination: The fact that the cost centers have already approved means that there is no need for a second person to check the data, which you specified when you approved the data according to the 4-eyes principle.

The limit approval, on the other hand, must always take place.