How to approve an invoice? Where can I find the invoices I have approved?
After logging in to Dooap, you can see invoices waiting for your approval in the main page.
By default, one invoice will be displayed in the Active invoices section, and the rest are in the Next invoices section.
Moving Invoices
If you want to change the invoice to approve, you can select one or more invoices from in the Next invoices section and either add them to Active invoices or replace the currently active invoice with the selected invoice(s).
Instead of clicking the arrows, you can utilize key board shortcuts for moving invoices to/from the Active invoices.
- CTRL + Arrow up: Add the invoice to the Active invoices section.
- CTRL + Arrow right: Replace the active invoice with the selected invoice(s).
- CTRL + Arrow down: If you select an invoice in the Active invoices section, you can move it back to Next invoices section.
Approving
Before you proceed to approve an invoice, ensure that you have completed all necessary tasks associated with it. This may include adding ledger lines, verifying amounts, and checking for any discrepancies in the invoice details.
Once you are satisfied that the invoice is ready for approval, locate the approval icon in the middle of the page. Clicking this icon will initiate the approval process for the selected invoice(s). The number displayed above the icon indicates how many invoices are set to be approved at that moment.
It is important to note that when you approve invoices in the Active Invoices section, all invoices present in this section will be approved simultaneously. To minimize the risk of unintentionally approving multiple invoices, we recommend keeping only one invoice in the Active Invoices section at a time.
The number above the icon tells how many invoices you are about to approve.
Approved Invoices
Click Workflow > Approver, select your name and click Apply.
