Approvals & Payment

Who approves supplier invoices, and how approved invoices get paid.

5 articles

• Approving Invoices for PaymentFor clientsIf your company uses payment approvals, the supplier invoices that need your yes or no wait for you under Approvals in the sidebar. This article is for the person who decides: the owner, the CEO, the department head.
• Setting Up Payment ApprovalsPayment approvals let a client company decide, invoice by invoice, whether a supplier invoice may be paid. This article is for the person who runs the process: the finance admin at the client, or the accountant admin…
• Filing and Bookkeeping ApprovalBeside payment approval there are two further checkpoints you can switch on. Each is a per-workspace setting and both are off by default. Until you switch one on, the app behaves exactly as it does today.
• Paying Approved InvoicesFor clientsOnce supplier invoices are approved, the finance admin needs to pay them. AI Finance Team turns the approved, still unpaid invoices into a payment list you can download and take to your bank. This article is for the…
• Checking Suppliers Against the Company RegisterAI Finance Team can check your suppliers against the Hungarian company register. It tells you whether the bank account on a supplier invoice is the one the supplier reported to the register, fills in partner details you…