With Easy1, we request either automatic matching and approval by the software or approval by one or more individuals (depending on your subscription) for invoices.
- Automatic matching and approval occur when there is a corresponding purchase order or contract in Easy1, and the invoice fully aligns with the expected details.
- Approval by one or more individuals is required for invoices with a mismatch or when there is no associated purchase order or contract.
To access the invoices that require your approval, navigate to the User Home and click on 'Budget holder'.
Here, you will see the complete list of approval actions that need to be performed. These can include invoices, expense claims, purchase orders, or payment plans.
When you open an invoice, you can review the details that require your approval:
At the bottom left, you have the following options from left to right:
- Send the PDF invoice to yourself.
- View the audit trail (which includes all actions performed by the software and individuals).
- View and/or add comments. If there are any comments, you will see a notification icon here.
- View and/or add attachments
At the bottom right, you have two options to either approve or reject the invoice.
