The structure and appearance of the repository depend greatly on your specific configuration. The default is described here.

Incoming invoices are automatically filed to // Invoice // Entry.

Invoice circulation

Invoices are circulated based on an ELO workflow. You will recognize invoices in circulation based on their blue font.

Following the invoice circulation process, the invoice is filed to // Invoice // Archive.

Invoices

A form is created for each invoice. This form contains the relevant information from the invoice as well as its current status.

While the invoice is circulated, the form is edited or confirmed by the users involved in the process. The status changes automatically.

An invoice can have the following statuses:

• 1 - Capture
• 2 - Formal check
• 3 - Department check
• 4 - Post to accounts
• 5 - Export
• 6 - Exported
• 7 - Booked
• 8 - Clarification needed
• 9 - Rejected