Invoice approvals
Additional feature that implements an invoice approval process
How this feature creates benefits
The Invoice approvals feature provides more transparency and traceability in the approval process of invoices. Every change in status is tracked and shows who edited, commented on or approved an invoice when.
Companies benefit from clear responsibilities and a documented process. Source of errors are reduced as every action can be tracked. Notification automatically informs the right people, speeding up the process and simplifying reconciliations.
How it works
This feature expands invoice processing with a structured approval process. An additional “Approval” section appears on the invoice. Invoices can be set from “Processing” to “To Approval”.
- Notification of defined persons (e.g. project manager or management) in case of invoice status change
- Automatic charging of an invoice upon release approval
- Adding comments and feedback
- All changes are saved in a release log: time, user, invoice amount and settlement status
Knowledge Base Articles
Prerequisites
Module “Services & CRM”
Related features
Invoicing, Extended Invoicing, E-invoices
Frequently asked questions
Is Vertec a suitable billing software for service providers?
Yes, because Vertec has been developed specifically for service providers. When invoicing, you can still edit the services to be invoiced, and you can invoice both at fixed prices and depending on expenditure (hours and material). Of course, you can also invoice travel expenses and other expenses, too.
Can I implement a release process for services?
Vertec offers standard employee sharing options. This makes it possible to approve entered services, for example by the project management.
How can I test Vertec without obligation?
You may test Vertec for 30 days free of charge and without obligation in your personal test environment.
Start your free trial now.
Approval of outlays, services and invoices
Individual approval processes ensure quality and compliant processes. Vertec adapts to your processes, not the other way around.
Can I approve employee services before invoicing?
Yes, you can create individual release procedures in Vertec. Depending on your requirements, this can be done after performance recording or only after invoicing.
