Invoice Approval

WAP Invoice Approval

When the Invoices button is selected from the left hand menu bar the Invoices home page is displayed. The default display is the existing Invoices search page with quick links.

WAP Invoices Home

Summary of the Invoice Approval module

The Invoice Approval module of the WAP system is designed to allow users of the system to enter and approve purchase invoices.

For Sage 200 it is recommended that you enter the invoices into the Sage 200 purchase ledger and mark them as 'Authorisation required' (see below for more detail). These invoices will be automatically picked up by the WAP system and processed through the configured approval routes.

For Sage 50 users it is recommended that the invoices be entered into the WAP system and approved. Once fully approved they will be automatically posted to Sage 50 purchase ledger for you.

For Document Management users:

Sage 200 - scanned invoices will be available to view in the WAP invoice approval screen

Sage 50 - scanned invoices can be attached to the invoice details to approve and can be viewed by other users in the approval process.

Multi-Currency

The WAP Invoice Approval support full multi-currency relevant to the supplier's invoices being approved.

Purchase Invoice 'Authorisation Required' (Sage 200 Only)

In the Sage 200 Purchase Ledger settings you can set a value at which purchase invoices require approval. If all invoices require approval set this value to £0.01.

PL Use Authorisation

When you enter an invoice into the purchase ledger (directly or via purchase order processing) that is over this value the tick box is set by default to 'Requires Authorisation' and the WAP Invoice Approval module will load the invoice. (This replaces the need to use the basic invoice authorisation process in Sage 200 purchase ledger).

PL Invoice Requires Authorisation

Software

Hardware & Networks

Sicon Products

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