Objective

In each step of the workflow, the invoice can be forwarded to clearing for further checks. If you have received an invoice for clarification, it will appear in your Tasks work area. Refer to the invoice feed for the reason why the invoice requires clarification.

Method

1. In the Tasks work area, select the workflow with the invoice requiring clarification.

Optional: 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 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
• Check steps

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

4. Click Reject.

Alternative: Click Back to approval, Back to manual entry, or use the Check steps tab and the Request information button to return the invoice back into circulation.

Result

The invoice is rejected or the corresponding step in the workflow is initiated.