Objective

To pre-assign accounts to an invoice.

Requirements

You have an invoice in your Tasks work area for pre-assignment.

Step:

1. Click the Tasks tile.

2. Click the workflow for the invoice.

3. Click Accept workflow.

The form is now in edit mode.

The form consists of the following tabs:

• Invoice data
• Tax law
• Item data
• Footer data

4. Check whether the entries are correct.

5. Click Forward to ERP.

Result

The invoice is filed to the repository. It is available for export.

You have the following options for export:

• The invoice is automatically captured by an ERP system. Once this is complete, the status changes to 7 - Booked.
• Perform a manual export by clicking the Manual export button on the Invoice tab.