Basics

Basic principle

Business Solution ELO Invoice maps the process for circulating invoices within a company:

• Invoice receipt
• Invoice circulation
• Export to an accounting system

Invoices are forwarded to the necessary processing steps by means of workflows. The workflow can also be forwarded to clearing.

A dashboard gives you an overview of all invoices, helping you to plan.

General note

ELO Invoice works with the following clients:

• ELO Java Client (opens new window)
• ELO Web Client (opens new window) (not all functions available)
• ELO Desktop Client (opens new window) (not all functions available)

Information

In this manual, we use screenshots from the ELO Java Client.

Requirements

Your administrator must have configured ELO Invoice for you.

Program interface

Fig.: Business Solution ELO Invoice program interface

You will find ELO Invoice functions in the following areas:

1 Invoices tile in the tile navigation

This tile takes you to the invoice monitoring dashboard.

Fig.: 'Invoice' group

2 'Invoice' group

You can reach the Invoice group on the File tab in the Intray work area.

You can file invoices to ELO from within the Intray using these functions.

Information

You may only have access to the File invoice button, depending on your settings.

Fig.:'Search for documents related to a vendor' function

3 Search for documents related to a vendor function

You can reach this function in the Search work area on the Search tab in the Invoice group.

With this function, you can search for documents related to a specific vendor based on the vendor number.

Fig.: 'Export invoices' function

4 'Export invoices' function

You will find this function on the Output tab in the Export/Import group.

With this function, you can create an export data set for an accounting system.

Fig.: 'Invoice templates' group

5 'Invoice templates' group

The Invoice templates group is available on the Organize tab.

Templates help you fill out forms for new invoices.

Repository

The structure and appearance of the repository depend greatly on your specific configuration. The default state is described here.

Incoming invoices are automatically filed to // Invoice // Entry.

Invoice circulation

Invoices are circulated based on an ELO workflow. Invoices in circulation are shown in a blue font.

Following the invoice circulation process, the invoice is filed to // Invoice // Archive.

Invoices

Fig.: Invoice form

There is a form for each invoice. This form contains the relevant information from the invoice as well as its current status.

While the invoice is circulated, the form is edited or confirmed by the users involved in the process. The status changes automatically.

An invoice can have the following statuses:

• 1 – Capture
• 2 – Formal check
• 3 – Department check
• 4 – Post to accounts
• 5 – Export
• 6 – Exported
• 7 – Booked
• 8 – Clarification needed
• 9 – Rejected