Forward the invoice : MediusGo Customer Portal

Forward the invoice

Modified on: Thu, 21 Mar, 2024 at 7:31 PM

When the invoice is checked, possibly corrected regarding invoice data and coding rows, it should be sent further in the workflow via the button in the upper, or lower depending on settings, right corner, then the following form is displayed:

Available destinations

Here you select the step to which the invoice should be sent. The options displayed in this field depend on the step the invoice is in and how the system is configured.

Monitoring

When the invoice is in the steps of coding, review, or approval, the option Monitoring is available, which means that the invoice remains in the work queue but changes its status to "Monitoring [step]". This is done to make it easier to sort out the invoices that are under surveillance (if you have a large number of invoices in the work queue). Read more about this in the article Monitoring.

Message

Some destinations require a message to be written, in these cases, a message box is displayed.

Invalid destinations

This shows the steps to which it is currently not possible to send the invoice. There is also an explanation as to why the destination is invalid.

Choose addressees

Check the persons who will process the invoice in the next step, selected persons are moved to the top of the list.

When you select an addressee a panel will open to the left to show the selected users.

Tips for selecting addressees:

Filter the list by typing in the text box.
Select all users in the list by clicking Select all.
Remove previously selected selections by clicking Clear selection.

For the following destinations, no recipient needs to be specified:

Exceptions review
Payment
Monitoring

Additional actions

In addition to the overall options above, the following additional options are available depending on the stage of the invoice and the selected destination:

Save selected addressees for reference: [reference]	When an invoice is sent from New Invoice Review, there is a checkbox to pair the invoice reference with the addressee selected on the form. This link is then added to the Reference Register. NOTE! If this option is selected when there is no reference on the invoice, a default reference is created for the company, i.e. all invoices without a reference go to the selected recipient.
The invoice must be credited	This function is used to indicate that an invoice should await a credit note before it is finally posted. The invoice will then go to the Credit Memo queue and remain there until it is linked to another invoice. Read more about this in the article Credit memo and link credit-debit invoices.
To copy	This function is used to indicate whether any user should receive the invoice for information after it has been finalized and posted. Copy recipients are created and linked via the administration tool. Read more about this in the article Step for copies.
Flow template	By using flow templates, completely predefined addressing routes can be prepared for selected/suitable invoices. A flow template can mean that an invoice has ready-made suggestions for recipients/addressees in one or more steps in the flow. The list can be filtered by typing in the text box and the columns are sorted by clicking on the header. Administration of flow templates (creating new and editing existing ones) is done via the administration tool. Read more about this in the article Flow templates.
Restart invoice	Used if an invoice is for example imported to the wrong company. The checkbox is displayed when the option Invalidate is selected in New Invoice Review or Cancel is selected in Exceptions Review. The option requires that a message about the reason for the invalidation/cancellation is entered and that the company is selected for restarting the invoice. Read more about this in the article Restart invoice.