# Handling

In the Handling area, all entered invoices can be processed. All processing is possible until the invoice has been confirmed. Then the invoices are only displayed in the Accounting area. A difference is made between normal "Approval" and "Double Approval".

Function	Description
Get valid Pagination Number	Button is only visible if an incorrect pagination number has been created.
Factually Incorrect	Incorrect booked invoices can be cancelled with "Factually Incorrect".
Assign Invoice	Manually entered invoices can be linked to Purchase Orders or Master Contracts.
Clear Assignment	The link can be removed.
Add Comment	A comment can be added.
Edit Comments	All attached comments can be edited.
Print Invoice Details	The HTML view can be printed.
Share Details	The HTML view can be printed or saved.
Unassigned Invoices only	Only invoices without links are displayed
Attachments	Attachments can be attached or viewed.

Warning

If changes have been made to the invoice that change the stamp, you should always use this function to attach the invoice.

Function	Description
Share	The list of all displayed invoices can be saved.
Show History	The history of the selected invoice can be viewed.
Internal Remarks	Internal remarks can be added.
Hold	The invoice can be set to "on hold".
Pagination number & Go to	You can go directly to an invoice that pagination number has been entered.
Show Site Types	You can only display invoices of a "Site Type".

Note

The "Site Types" displayed here refer to the sites of our system. For example: Agency invoices means that there is an agency in our system for which invoices have been entered.

# Approval variants

# Approval

Function	Description
Load	All invoices can be loaded.
Approve Invoice	The invoice can be confirmed.

After the "Approval" of the invoice, the process is completed and the invoice is moved to the Accounting area.

# Double Approval

Function | Description ---|--- Load|All invoices are loaded. Load unapproved only |All "unapproved" invoices are displayed. Load partially approved only|All "partially approved" invoices are displayed. Load partially approved invoices assigned to user|Only "partially approved" invoices assigned to the user are displayed. set as unapproved|After "partially approved" these invoices can be set back to "unapproved". In the Handling area, the invoices are displayed as selected with the corresponding "Load" button. If you have the right for the “first approval”, you can now approve all "unapproved" invoices as "partially". At the first approval you will be asked for the user who should make the second approval: Only users who have the right for the second approval are displayed here. The invoice details show that the invoice is partially approved and who should make the next approval: If a user who has the right for the second approval opens the handling area, only invoices that have been assigned to him for the second approval are displayed. In order to avoid that invoices may not be approved because another user is on vacation or similar, you can click on the checkbox “Show all partial approved invoices” to display all invoices that are partially approved.

If it is noticed at the second approval that the invoice may not be approved in this way, the partial approval can be revoked. To do this, click the button "set as unapproved" and enter an explanation. This reason is then also displayed in the invoice:

When closing ZeeBORN, it is displayed that there are still invoices that have not yet been approved by the user.