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
- Navigate to the "Company Invoice" section from your main dashboard.
- Select "Company Invoices" to view the list of all submitted invoices
Step 2.Create a company invoice
- Click on the "Add Invoice" button.
- Enter the necessary details, such as the employee, invoice number, amount, currency, tax rate, and description.
- Provide any required supporting documents, such as receipts or invoices.
- Click "Submit" to create the invoice.
Step 3. Review and approve company invoices
- Navigate to the list of submitted company invoices.
- Review each invoice to ensure it meets company requirements and policies.
- Click on the 3 dots (options menu) next to an invoice to either approve or reject it.
- If necessary, provide comments or reasons for rejection.
- 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.