Objective

In each step of the workflow, the invoice can be forwarded to clearing for further checks.

Requirements

You have an invoice in your Tasks work area for clarification.

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
• Check steps

4. Check whether the entries are correct.

Optional: Enter an additional check step. To prevent users from being able to skip the check step, check the box next to Mandatory.

5. Click Reject, Back to approval, or Back to manual entry.

Result

The invoice is rejected or the corresponding step in the workflow is initiated.