You have been given the task of verifying an invoice. You may need to update and add data.
With the Verify action in the ribbon of the capture form, you confirm that you have verified the invoice. With your confirmation, the invoice receives a kind of digital stamp with the name Verified in the invoice capture form. Your team members and subsequent participants in a workflow can see from the stamp that the invoice has already been viewed and verified.
You can also use the Verify action to forward an invoice to another person or group if you have questions or require further inspection.
Let's assume you have updated the invoice and want to send it to a colleague with a question.
Here's how
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Click on Verify in the ribbon to open the Verify invoice dialog.
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Enter your question or remark in the Additional remark field under Confirm verification. The text is displayed under Verification history after the invoice has been verified.
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Under Next recipient, activate the checkbox for Forwarding enabled.
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Select either a group (Mailbox) or an individual person (Clerk).
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Select an appropriate text suggestion under Subject.
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Click on Confirm verification and forward.
If you do not want to forward the invoice, but only want to confirm the verification of the invoice, you can ignore the Next recipient section. To confirm the verification, click on Confirm verification.
See also