The feature for specifying an alternative company gives you more control and flexibility over the invoicing workflow:
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Less manual work during review and approval: Invoices without a specified company are automatically mapped to a defined company.
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Flexible Use: You can designate an existing company as an alternative company or a custom company as a default company for invoices where the company was not automatically recognized.
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Structured clarification process: You can specifically route invoices with unidentified companies to a so-called clarification workflow if you use a separately defined company.
Things to know
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When edoc invoice is installed for the first time, the first company created is automatically entered as an alternative company.
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If you have already configured at least one company, the first company is entered in the edoc invoice database as an alternative company.
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If you want to specify a type of "collective client" for clarification cases as an alternative company, you must first create this company.
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You can change the alternative company at any time.
If you want to specify an alternative company, follow these steps:
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In edoc invoice, go to Settings > Server settings.
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In the Alternative solution for invoices without a recognized company section, select a company.
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Click on Save.
All invoices for which the company was not automatically recognized are mapped to the alternative company.
Tip
You can delete the alternative company only if you have previously specified a different company in the section Alternative solution for invoices without a recognized company.
See also