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Processing your first invoice

Having successfully registered CompleatInvoice Starter, the next step is to start processing your invoices.

This topic provides a quick guide showing you how to send, manage, and approve an invoice, and uses the following scenario:

  • Two users have been created:
    • User 1: has both the administrator and the operator options added to their account.
    • User 2: has the approver option added to their account.
  • A workflow, entitled 'IT Department Workflow' has been created, and User 2 has been added to this workflow as an approver.
TIP:   See Manage users and Manage workflow for more information on adding users and workflows.

The following steps show you how to send, mange and approve an invoice.