What can you do with the two action buttons?
In Active invoices section, there are two action buttons: a checkmark and a return button.
- With the checkmark, you can approve a task.
- With the return button, you can send the invoice back to the previous handler or to AP and you can archive an invoice.
Closing (approving) a task
To approve a task, the invoice needs to be in the Active invoices section.
To move an invoice there, select it from the Next invoices section and choose whether you want to add it to Active invoices or replace invoice(s) in Active invoices section with the selected invoice(s).
- The arrow on the left replaces the invoice(s) in the Active invoices section.
- The arrow on the right adds the selected invoice(s) to the Active invoices section.
You can have multiple invoices in Active invoices section.
Notice, that when you click the approve button, all invoices in the Active invoices section will be approved simultaneously.
- The number of invoices currently in the Active invoices section is shown above the approving sign.
Returning an invoice
You can send invoice back to the previous handler or to AP by clicking the return button. A comment is mandatory when returning an invoice.
Archiving an invoice
If you don’t want to transfer an invoice to AX2012/D365, but don’t want to delete it entirely, you can archive it. Archiving is a permanent action. If an archived invoice needs to be reactivated, it can be copied as a new invoice (see copying invoices).
To archive an invoice, click the return button and choose Archive this invoice.
See further information in the archiving article.
