Invoice processing procuration

In the "Procuration" menu section, you can see an overview of all defined procuration levels.

Procuration levels allow you to determine the amount up to which an employee can approve invoices. If the amount on the invoice exceeds the procuration amount for which the employee can approve, the invoice is forwarded to the next procuration holder. This process is repeated until the invoice is approved by an employee with the appropriate procuration amount.

Adding a Procuration Level

By clicking "Add" at the top of the overview, you can set up a new procuration level. Under "Amount," you can specify the amount up to which an employee can review invoices. Choosing "All employees sign" means that if you select "Yes" here, all employees within this organizational unit with this procuration level must approve the invoice line.

After creating a new procuration level, it must still be configured for a role. You can do this by editing a role in the role overview and assigning the correct procuration amount or by setting this in a job profile.

Procuration Overview

From the overview, you can view, delete, or edit procuration amounts.

If you modify the data of a procuration level, it will be updated for all roles with this procuration level. This means that all invoices in progress may follow a different process.

If you delete or set a procuration level to passive, it does not affect the roles. Only when adding a role is a procuration level that is set to "Passive" no longer selectable.

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