When clicking an invoice from the invoice overview, it opens in Read mode. In order to actually process the invoice, it must be claimed, after which the invoice opens in Edit mode.
Invoice overview
In the invoice overview, the use of various icons makes it immediately visible what the user can do with a particular invoice. To claim means that the invoice is in the user's name, other users cannot edit the invoice. Only the Application Owner (or other user with this permission) can overrule the claim on an invoice. The Application Owner can also assign the invoice to another user.
The meaning of the main icons are:
|
|
This invoice has been assigned to the user, but has not yet been claimed. By clicking on the icon, the invoice will be opened in edit mode and claimed immediately. |
|
|
This invoice has been assigned to the user and one or more other colleagues, and has not yet been claimed by anyone. By clicking on the icon, the invoice will be opened in edit mode and claimed immediately. |
|
|
The user has claimed this invoice. By clicking on the icon, the already claimed invoice opens in edit mode. |
|
|
This invoice can be claimed by the user, which overrules the assigned user. |
|
|
This invoice can be claimed by the user and one or more other colleagues, whereby the assigned users are overruled. |
A more extensive list of, among other things, icons can be found on the icons page.