Invoice processing procuration

Invoice processing procuration

You can use procuration levels to indicate the maximum total that a certain employee is eligible to assess. If the invoice amount exceeds the procuration level of the first assessor, it is forwarded to the next assessor, with a higher procuration level. This process is repeated until the invoice is approved by an employee with the correct procuration level. In the ‘procuration levels’ menu item, you will find an overview of all defined procuration levels. 

Adding procuration levels

You can add a new procuration level by clicking ‘Add’ at the top of the overview. Under ‘Amount’ indicate the maximum invoice total that a certain employee is eligible to assess. When you set ‘Approved by all employees’ to ‘Yes’, all employees within this organisational unit and with this procuration level must approve the invoice line in question. 

After a new procuration level has been created, it must be linked to a role. You can do this by editing a role in the role overview and giving it the right procuration level, or by linking it to a profile. 

Procuration levels overview

From the overview, you can view, delete, or edit procuration levels. If you edit the details of an procuration level, this change will be propagated for all roles with this procuration level. This means that all invoices that are being processed may be redirected. 

Removing or deactivating an procuration level does not affect roles, but it will be impossible to add a passive procuration level to new roles. 
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