We have come up with a new application for digitizing the invoice approval process, which streamlines and simplifies the invoice approval process, mainly because all the data is in one place and users with the appropriate roles perform the processes (delegating to others, marking as SPAM or approval itself), thanks to which the invoice reaches the role of the accountant, who prints everything together and does not have to search for invoices in different systems.
Optimization takes place about every 5 minutes, when records are extracted from the selected email inbox and automatically imported into the application.
There are 4 roles in the application:
He is mainly responsible for various dial settings. Adds/edits users (assigns specific email addresses from which incoming emails are assigned directly to the user without the need for initial sorting by the invoice manager).
It takes care of the initial sorting of the record --> if it is an advertising message, informative email, etc., it has the option to mark this record as SPAM. The manager also delegates to other users for approval and also approves the invoices itself.
They can only see their invoices (i.e. assigned to this role or user) in the approved state --> the invoice (record) will only reach the accountant role when it is already approved by someone. The accountant can print the selected invoices, including the attached wizard that contains the data from the completed approval form.
Can only see his invoices (i.e. assigned to this role or user) in the new status and can either delegate them to other clerks or invoice manager and can also approve them directly.