Incoming Invoices
It offers administrators advanced configuration options, including basic settings and maintenance of the document type registry, which allows for process optimization, greater transparency, and system customization to the specific needs of the organization.
Settings
The administration module offers the option of setting additional configurations for individual external import providers, which includes customizing the start of the process for each provider. Depending on the selected provider, the incoming invoice administration module can also set a user who will be designated as the creator of imported invoices for the selected provider. Selection of the process to be run upon import is also enabled.
The import settings section also allows configuration of payment reference validity checking based on a defined regex rule.
The Incoming Invoices administration module is also intended for editing the registries used within the incoming invoice management module. It allows control over the invoice type registries.
- Default incoming invoice types: Cost invoice, Pro forma invoice, eInvoice
Procedure for Editing Document Types
- Click the "Edit" button.
- Check or uncheck the boxes for individual functions according to the desired settings.
- Click the "Save" button to confirm the changes.
Note: Changes apply only to new documents.