Invoice & Posting Lines Distribution

There are different ways to distribute the invoices and posting lines in Compello Process

Distribution of a whole transaction

Steps:

1. Open the Bookkeeper module.
2. Double-click on the invoice that you want to work with.
3. Click in the top right-hand corner.
4. Choose the user or users you want to send the invoice to.
5. Click Distribute. All existing lines will be sent to that user.

Posting Lines Distribution (Version #1)

Steps:

1. Open the Bookkeeper module.
2. Double-click on the invoice that you want to work with.
3. Click the row you want to distribute
4. Click just above the posting lines.
5. Choose the user or users you want to send the line to.
6. Click Distribute. That row will be sent to the user(s) you chose.

Posting Lines Distribution (Version #2)

Steps:

1. Open the Bookkeeper module.
2. Double-click on the transaction that you want to work with.
3. Click on the line you want to distribute.
4. Go to the Approver column, to the left of the invoice image. 
5. Choose the user or users you want to send the line to.