Navigate to the "Incoming" tab under "Invoices" and click on the invoice you want to control.

The OCR automatically extracts the most important invoice details (e.g., date, amount, invoice number). Extracted details include: invoice date, due date, service date (to be verified), IBAN, VAT rates and amounts, and invoice number. However, accountants should review the information and make corrections if necessary.

Before you can submit the invoice for approval, you must assign a supplier. To do so, select the relevant supplier from the drop-down menu in the Supplier field.

Selecting a category is also mandatory. As with suppliers, you must choose an existing category from the drop-down menu.

For more information about categories, see here.

If required, you can also fill in the "Cost Unit", "Cost Center", and "Purpose" fields. In addition, invoices can be split into multiple line items during processing.

For each split, you can assign a category (mandatory), cost centers, projects, and amounts (mandatory: net amount, VAT %, VAT amount, and gross amount).

The payment status of all invoices is preselected as "Payment Required". You can change this if the payment has already been made.

In the final step, you can either submit the invoice for approval or save your changes to continue working on it at a later time.

If you submit the invoice for approval, it will be forwarded to the approver and will be visible to you under the "Pending Approval" tab.

If you save the invoice, it will remain in the "Incoming" tab.

You also have the option to delete the invoice.