Information

If you have received an invoice to approve individual items or approve the invoice in its entirety, it will appear in your Tasks work area.

Method

1. In the Tasks work area, select the workflow you are supposed to approve.

Optional: Click Accept workflow to process the form.

On the Form tab, you will find the form, precompleted with the information from the invoice.

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

2. Check the individual invoice items.

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

The form consists of the following tabs:

• Invoice data
• Approval

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

'Invoice data' tab

On the Invoice data tab, you will find the invoice information relevant to you.

The grayed out fields cannot be edited.

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.

'Approval' tab

On the Approval tab, you can enter an additional check step as needed.

The sol.management group is a mandatory check step for invoice approval by default.

If there are any unclear points related to the invoice, click Request information in the Request area.

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 Approve.

Alternative: Click Reject.

Result

The workflow is forwarded.