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How to authorise?

Upload and Authorisation rights

If you have the rights Upload and Authorisation as a User, My backlog will show all invoices with the status Authorisation.

Step 1
Click on Authorise in the Dashboard menu or choose Backlog in the blue menu bar at the top and click on the status Authorise for an invoice.

Step 2
On the right-hand side, the invoice is shown. On the left-hand side, you can select one of the follow-up actions:

  • Note: place a note in the white box and click on Send when a note is required.
  • Authorise: when an invoice is authorised, it will get the status Check.
  • Reject: if an invoice is rejected the invoice receives the status Rejected.
  • Skip: an invoice can be Skipped. The invoice will still have the status Authorise in the Backlog and can be authorised at a later stage.
A print screen of the Authorise screen where a user can approve, reject or skip a document. There is also an option to add a comment and view if and when other users approved the invoice, view the inoice itself and view the history of the document (for example when it was uploaded.