Information

You can file one invoice or multiple invoices simultaneously to ELO from your Intray. Filing invoices initiates a workflow that circulates the invoice to the correct departments in the company.

The following functions are available:

• File invoice
• File invoice with attachments

Invoices are either filed to a separate, automatically created folder or as a document.

If both functions are available, the invoice is filed to a separate folder.

Information: How invoices are filed depends on administrative settings.

Process: File invoice

1. In the Intray, select the invoice or invoices you want to file.

To select multiple invoices, press and hold the CTRL or SHIFT keys while selecting invoices with the mouse.

2. On the File tab, click Invoice > File invoice.

Process: File invoice with attachments

1. In the Intray, select the invoice with attachments you want to file.

To select an invoice and its attachments, press and hold the CTRL or SHIFT keys while selecting the documents with the mouse. The document you select first gives the folder its name and should be the invoice.

Information: This function does not allow you to file multiple invoices separately. All selected documents are filed to the same folder.

2. On the File tab, click Invoice > File invoice with attachments.

3. If necessary, enter a new name and confirm with OK.

Result

The invoice or invoices are filed to the appropriate folder, by default // Invoice // Entry. They have the status 2 - Formal check.

Invoices in circulation are shown in a blue font.

Invoice circulation begins automatically and does not have to be initiated.

Outlook

You can track the workflow steps an invoice you have filed goes through based on feed entries.

The following chapter explains how to add documents to invoices later on.