Authorisation levels for supplier invoices

Activation

In Briox, you have the possibility to authorise supplier invoices. This functionality needs to be activated under Settings - Accounting - Authorisation Levels:

Here you can choose which levels of authorisation ar suitable  for your company.  Slide the switches to green, as shown below, to activate the desired functionality.

Remember to click Save at the bottom of the screen when you are done.

Determining Authorisation Rights

When the functionality is enabled the application administrator can determine suitable authorisation rights for the individual users, under Admin - Users - select a user and click on the edit user icon at the end of the row. A new group of access rights will appear, see below:

Note! The Settings can also be activated by checking the user rights first.

Filtering the supplier invoice list

When the functionality is in use you can filter your list of supplier invoices based on authorisation levels under Supplier invoice - Supplier Invoices:

If you only have the right to authorise supplier invoices and not to see the complete supplier invoice list, you will then only see the invoices you have the right to authorise.

A dashboard widget called "Invoices to Authorise" will serve as a shortcut to your list of invoice, see below, and the filer will only display the authorisation levels you have the right to see.

Mass management

It is also possible to mass-authorise selected invoices directly in the invoice list view. When you have selected the invoices you want to authorise the action buttons will appear at the bottom of the page:

Authorising Invoices

You find the authorisation tools in the supplier invoice view at the bottom of the page. If the Posting authorisation is in use, you must authorise the invoice in order for the actual posting functionality to become active. If Invoice review is in use, the invoice will move to the next level in the hierarchy after it has been reviewed. When the invoice has been reviewed, a row is created in the Review history section on the invoice:

Both the Posting authorisation and the Invoice review can be removed if necessary. If removed, the invoice will return to its previous state.

Notifications for invoices awaiting to be authorised

If you want to smoothly receive information about new invoices waiting for your authorisation you can get notifications sent to your e-mail address. Turn on notifications for the various scenarios under Your account - Receive E-mail notifications for.

If accountants participate in invoice authorisation of client accounts, we recommend they turn on notifications from the Client Manager database (Receive E-mail notifications for client accounts). If notifications are turned on in this way, accountants will receive a collective message regarding all clients (max 1 a day)  instead of several e-mails for each client.