Information

If you have received an invoice for a formal check, it will appear in your Tasks work area.

The number of fields completed in the form depends on whether contents from the invoice were read automatically. So, the fields either have to be completed or checked and corrected.

Method

1. In the Tasks work area, select the workflow for the invoice you want to perform a formal check for.

Optional: Click Accept workflow to process the form.

On the Form tab, you will find the form, precompleted to a certain extent with the information from the invoice.

On the Document/folder tab, you will find the associated invoice for comparison.

2. Check or complete the individual fields with the information from the invoice.

We recommend working with two windows and, if possible, on two screens. The following functions are available on the View tab under Windows in the ELO Java Client:

• Open a new window
• Show side by side
• Show stacked

Optional: If a template already exists for invoices from a specific company, you can complete the form using the Load template function on the Invoice tab.

The form consists of the following tabs:

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

Mandatory fields are marked with a red asterisk.

Fields with a pencil icon contain keyword lists. When you type a value to the respective field, matching list entries appear.

'Invoice data' tab

This tab contains the main information on the invoice.

The gray Status and Document type fields should not be edited manually.

You can compare the other fields and correct them based on the invoice.

'Tax law' tab

The Tax law tab contains an evaluation of automatic checks based on tax law.

If you check the compliant box, the option with the same name on the Invoice data tab is also selected.

'Item data' tab

The Item data tab contains a list of the items as well as information on the individual items.

Click New lines to add items.

You can split or merge items:

• To split an item, enter the ratio in the corresponding field, e.g. 2:3.
• To merge items, check the corresponding check boxes. Click Merge.

'Footer data' tab

The Footer data tab contains a list and calculation of invoice amounts.

Click New lines to add items.

If you have added lines, you can automatically calculate the VAT using the Calculate taxes option.

'Request' tab

If there are any unclear points related to the invoice, use the Request tab.

Click Request information to forward the workflow.

If you submit a request, the workflow is not sent to the next editor yet.

The user you selected receives your request. Once the user has responded to your request in the ELO feed and forwarded the workflow, you will receive the same workflow step again for processing.

3. Click For approval to pass the workflow forward.

Alternative: Click To the clearing center to forward the invoice to clearing.

Result

The workflow is forwarded for department approval.

An automatic feed post indicates changes to the form.