Financial approval is the last step in an invoice approval flow. From here, a final check of the invoice and the information on the invoice is taken. This is done before data is exported to the ERP system for bookkeeping and payment.
Acubiz IMS is an open invoice handling system where everyone involved can make changes to the invoice while the invoice is in flow. Invoice processor/Finance are the only ones who can change the vendor information on an invoice.
Then select Finance
Approve an invoice:
Go to the item Financial Approval
Make sure the attached invoice is correct
In the overview can be approved directly via the tick:
Make corrections to the invoice before approval
Click on the pen to open the invoice
When the invoice is open, all areas can be checked and possibly updated correctly before posting
The following areas can be updated:
Check that it is the correct supplier information. Check primarily the Supplier customer number, as this number is used for the accounting of the creditor in the accounting system
Basic information about the invoice such as invoice number, type (invoice or credit note) and invoice date
Here you enter the payment information found on the invoice
- Process status
An insight into the flow that the invoice has been through before the financial control.
- Accounting and dimensioning
Here can be updated with the correct posting and dimensioning for correct posting in the accounting system
From the invoice header you can select APPROVE via and the invoice is approved
Ready for export
When the invoice is ready for export, depending on the setup, an export can be made to a file, which is loaded / processed in the ERP system.
Read more detailed information on creating a manual export file >>
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