Information

If you have received an invoice for pre-assignment to an account, it will appear in your Tasks work area.

Method

1. In the Tasks work area, select the workflow with the invoice you are supposed to pre-assign.

2. Click Accept workflow to process the form.

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

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

3. Perform a final review.

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
• Tax law
• Item data
• Footer data
• Request

'Request' tab

If there are any unclear points related to the invoice, click Request information on the Request tab.

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.

4. Click Forward to ERP.

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

Result

The invoice has the status 5 - Export and is therefore ready for export.

Outlook

You have the following options for export:

• The invoice is automatically captured by an ERP system. Once this is complete, the status changes to 7 - Booked.
• Perform a manual export via the Output tab > Export/Import > Export invoices.