You can send invoices to the email inbox created for you. Click here to read how it works.
Send invoices will be received in Finance employee > Invoices within fifteen minutes.
If the invoices are not automatically matched to a purchase order + receipt or a contract, they will appear in the manual action filter.
Here, you will find all invoices that require manual action. In new Easy1 environments, invoices usually initially have the status 'ongeldig' (invalid). These are invoices where, for example, the following errors have been detected:
- Unknown supplier
- Unable to automatically populate required fields
- Not all confidence levels are valid (the reliability of accuracy of the read fields is less than 95%)
You can then resolve the errors, such as by entering the correct supplier.
Next, you can code the invoice by entering the general ledger account, cost center, net amount, and VAT code. Depending on your configuration additional dimensions need to be filled in.
Finally, click on 'submit for approval' at the bottom right corner.
Have you entered or changed a purchase order number?
Click the upward arrow in the blue action button and choose 'submit for validation'. Easy1 will search for the corresponding order. If successful, the invoice will be further processed automatically.
Do you only want to save the changes you made?
Click on 'save' next to the blue action button.
Note: The error message that was previously displayed will remain when you click 'save', but only the fields you manually added will be saved.
Please note: In a Freemium account, you can process a total of 10 invoices using the PDF service. After that, you can continue to send invoices to the designated email address, and the invoices will be placed in Easy1. You will need to enrich them with the correct information yourself.