Verify invoices
In the Invoice Processing / Verify menu, you'll find an overview of approved invoices that need to be verified before they can be exported to the financial system. By clicking on the invoice, you can verify it and if needed place it on hold.
Please note that the Verify submenu is an optional setting that may not be enabled in every Spend Cloud environment. If your organization wishes to use the Verify submenu, please contact the support department.
All invoices must be processed here before they appear in the Export menu. This menu provides the advantage of an additional verification step. However, the downside is that it involves extra work.
Placing an Invoice on Hold in the verify menu.
Do you want to exclude an invoice from an export, for example because there are still open questions? You can do this by putting an invoice on hold in the Verify section. When you perform this action, the status of the invoice is changed, and you add an explanation so everyone can see why the invoice cannot be verified yet. This explanation is also visible in the Verify overview, and the status icon changes to a clock. When the invoice can be processed, you can perform the Verify action and change the verify status to Verified. After saving, the invoice can be exported.
The comment associated with the verification status takes precedence over any comments in the invoice header.
Placing an invoice on hold doesn't send it to anyone; it simply changes its status. This helps you keep track of invoices that require further action.
Processing Verifications
Depending on your settings, the verification overview may not display all approved invoices. For example, it might only show approved invoices that have been sent for external encoding or those that have been automatically approved.
It's also possible that not all invoices in this overview need to be individually verified. In such cases, you can select multiple invoices at once and use the 'Process Verification' button to send them directly to the 'Export' section without individual verifications.
When you make changes to an invoice, it must be resubmitted for assessment through the authorization scheme. By clicking the 'Submit' button, you resend the invoice to an employee.
While verifying an invoice, you can also process additional data if needed. Clicking the 'Verify' button sends the invoice directly to the 'Export' section.
Related Articles
Export invoices
Once an invoice has been approved by the assessors, it is ready to be exported in the Export menu section. Within this overview, you can review or edit the invoices one last time before they are processed in the financial system. Exporting invoices ...Help! An error message when exporting invoices to Exact Online
Are you using a webservice and are you unable to export an invoice to the Exact Online financial package? Then this can have various causes. The cause may be translated into an error message that you can see in the export report. We get this error ...Help! An error message when exporting invoices to Accountview
Are you using a webservice and are you unable to export an invoice to the Visma.net Financials financial package? Then this can have various causes. The cause may be translated into an error message that you can see in the export report. We get this ...Everything About Coding Invoices
Everything About Coding Invoices In the Encode menu, all invoices that can be processed (coded) are displayed. By clicking on the row or the pencil icon in the overview, you will be taken to the page where you can code the invoice details. How are ...Help! An error when exporting invoices to Exact Financials
Are you using a webservice and are you unable to export an invoice to the Exact Financials financial package? Then this can have various causes. The cause may be translated into an error message that you can see in the export report. We get this ...