Approval flow invoices (by Lyanthe)
Everything you need to know about delivering your PEPPOL invoices to your accounting department
You chose to run your business through James on the PEPPOL network (access point provider Lyanthe) to connect.
Meanwhile, you have completed the onboarding procedure. Your username was activated and now you are waiting for your first invoice coming in through PEPPOL.
Exciting...
What happens when you receive an invoice through the PEPPOL network?
As soon as an invoice is delivered to the network, you get the next morning notification of through email.
Just click through on your company name to see the assessment process start.
How should you review (approve or disapprove) invoices?
The invoices assigned to you must be review. Specifically, you must approve or disapprove each invoice.
- Approved invoices are forwarded for accounting processing.
- Rejected invoices are archived. They are not entered, but remain consultable through the archive.
Follow these steps:
- Open 'Workflow' and choose 'Purchase. If you click through to the program via the email you received, you will be taken straight to this screen.
- There you will find the invoices back waiting for your review.
- Through the .pdf logo On the left side of the page you can see the invoice consultation. This is done through the so-called "hover" function. So you don't have to click on the .pdf logo.
- Want to review an invoice? Then select the appropriate line. After that, it takes on a gray hue. A number of buttons with functions become available at the top right.
- With these buttons you can the selected invoices:
- The invoices you have already reviewed can be accessed via 'Archive'.
Would you rather be unburdened in approving your PEPPOL invoices?
Then you can leave this task to us.
How? Send one of the daily emails you receive once to your client manager or to helpdesk@titeca.be, stating that you have given us permission cares about your PEPPOL invoices validate automatically.
The benefits of this support:
- Convenience: You don't want to go through the approval process every time a PEPPOL invoice comes in. You can still protest an invoice at a later stage.
- Mandatory entry: PEPPOL requires you to record every invoice received. In case of protest, you must request a credit note from your supplier.
- Check: Payments you track on our through our James App, which allows you to see every invoice anyway. Via the free QR code feature, you pay your invoice quickly and easily via your banking app on your phone.
How else can James unburden you?
Pay suppliers via a QR code
Through the open items you can quick and easy payments perform. No duplicate payments or manual entries in your banking app, just the QR code scanning And that's it!
Simple receipt submission
Keeping receipts, it's always a nightmare. Through the James App you can make them happy scan and deliver them to us right away. No receipt goes to waste, and it saves you a lot of administrative follow-up.
Easily track outstanding invoices
James always gives you a current overview of your outstanding items. You can also track your bank balance and financial figures in it.
Convinced?
Unburden yourself: let us process your PEPPOL invoices automatically, and James will do the rest!