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Send searched invoice to Exceptions review

To search for invoices in the flow to send these to Exceptions review, proceed as follows:

  1. Open the search window by clicking Search in the black menu column.
  2. Find the right invoice.
  3. Click on the button To investigate in the lower right corner.
  4. Write a message.
  5. Click OK.

Special authorization is required to be able to perform this, so if you do not see the button To investigate on the invoice, you do not have this authorization.

Set permissions in the administration tool

The authority to send an invoice to Exceptions review from the search window is done on the role form through the following steps:

  1. Open the form for the role.
  2. Select the right company.
  3. Go to the tab Other access rights.
  4. Select the option Move searched invoices to investigate.
  5. Save the role.

Repeat steps 2-5 if the right is to exist in several companies.

Read more about other permissions in the article Roles and Other access rights.