The Edit inbox folders dialog

To access this dialog:

Use these settings to create an inbox:

Add root node

Creates a new folder.

Add child node

Creates a new item inside the currently selected folder.

Move up/Move down

Moves the currently selected item up or down.

Move up/Move down

Moves the currently selected item up or down.

Delete

Deletes the currently selected item.

 Rename

Renames the currently selected item.

Auto-create folder structure

Creates default folders and "nodes" based on buyers. You can then edit those items.

User authorization role

Determines which INVOICES users can see the selected folder and its contents.

(To use this functionality, you must first create roles and assign users to those roles.)

Apply selection criteria to this folder/group

Specifies that the subfolder is to represent a group of invoices. You select which invoices in the Criteria settings.

Verify mode

Defines which mode to use in Verify:

  • Adjust

    With this setting, you can change and correct field values. If you see that a field on an invoice is incorrectly interpreted, you can edit the value instead of rejecting the entire invoice. You can also choose this option if you simply want to check data, not necessarily change it.

  • Approve

    When this option is selected, you cannot change field values. Instead, you tell Verify whether an invoice is approved. If you do not approve an invoice, you can reject or skip it.

  • Adjust and approve

    This option allows you both to edit field values and to approve an invoice when verifying. If an invoice is correctly interpreted except for one field, for example, you can adjust the incorrect field and then approve the invoice.

  • Correct uncertain separations

    Allows you to correct document separation. If you select this mode, be sure to select Uncertain separation on the Statuses tab of this dialog.

Reinterpret

When opened, interpreted invoices are reinterpreted according to the most recent invoice definition. In addition, invoices are reinterpreted if you select a different supplier. (More info.)

Reverify

Allows the Verify operator to verify an invoice more than once. After the Verify operator has approved or rejected an invoice, he or she can go back to the invoice any number of times. The operator can change the invoice data and then approve, reject, or delete the invoice. The operator cannot re-verify an invoice after it is transferred or after it is deleted.

To use this option, you must also select Adjusted, Rejected, and Approved as statuses to verify.

Related topics

Creating an inbox

Defining what columns to display in the invoice list

The Inbox configuration dialog