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Company Invoice

Summary

This guide explains how to manage and review company invoices, including creating, approving, and tracking invoices within the platform.

In this article

  • Before you begin
  • Step 1:Access the Company Invoice page
  • Step 2: Create a company invoice
  • Step 3: Review and approve company invoices
  •  Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have the necessary permissions to manage company invoices.
  •  Be familiar with your company's invoicing policies and approval workflow.

Step 1.Access the Company Invoice Section

  1. Navigate to the "Company Invoice" section from your main dashboard.
  2. Select "Company Invoices" to view the list of all submitted invoices

Step 2.Create a company invoice

  1. Click on the "Add Invoice" button.
  2. Enter the necessary details, such as the employee, invoice number, amount, currency, tax rate, and description.
  3. Provide any required supporting documents, such as receipts or invoices.
  4. Click "Submit" to create the invoice.

Step 3. Review and approve company invoices

  1. Navigate to the list of submitted company invoices.
  2. Review each invoice to ensure it meets company requirements and policies.
  3. Click on the 3 dots (options menu) next to an invoice to either approve or reject it.
  4. If necessary, provide comments or reasons for rejection.
  5. Once approved, the invoice will be processed according to your company's payment or reimbursement policy.

Frequently Asked Questions (FAQ)

1.Can I submit multiple invoices at once?

Currently, invoices must be submitted individually. To submit additional invoices, repeat the process for each one.
 

2 .What happens after I approve a company invoice?

Once approved, the invoice will be processed for payment or reimbursement according to company policies.


3.Can I track the status of company invoices?

Yes, you can track the status of each invoice (e.g., Pending, Approved, Rejected) within the Company Invoice section.


4.Can I edit a company invoice after submission?

If the invoice is still pending approval, you can edit it. Once approved, changes may require further review.