The functions of the user interface are briefly described below
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Document Handling:
The front page (Document Handling) serves as an overview of all documents submitted to edilion.
Document handling is divided into different tabs and below you can read what the different tabs contain.
Common to all tabs is, that you find information about your attachments here. Among other things you can see Supplier, Document Date, Payment Date, Sender, Document Type, Total Price etc.
When you click on an attachment you will be given the opportunity to see more information about each attachment. Among other things, you can see a picture of the attachment, find VAT number etc.
Received:
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When a document is sent to edilion, it arrives in the tab called Received a few seconds after it has been sent.
You may not see this tab, but that is not really important. Received only shows what has been sent to edilion, but is not yet ready for approval.
When the attachment comes from a known supplier and has no challenges in relation to reading the document, it becomes visible in Approval shortly after it is shipped.
However, you should be aware that the first time you submit a document from a new vendor, an operator must check it before it gets approved. It is your assurance of a flawless book keeping.
Our guarantee of delivery ensures, that all document sent one weekdays before 17.00, is delivered at the latest at 17.00 on the next weekday.
If you see the Received tab, you can read more about what options you have in this tab here.
Approval:
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Under Approval, you will find all the documents that are ready to be reviewed and approved by you. Administrators and others with the authority to approve can process and approve the submitted documents.
When you click on document, you will be able to see more information about each document. Among other things you can see a picture of the voucher, find the VAT number, etc. This is where you correct payment information, choose expense account etc. before the document is transferred with info to your ERP.
You have the same authentication options on the edilion app. See more here.
Invoice Split - Generate extra lines from the data loaded from the document
If you need to split a document, do this by clicking on the blue Split attachment in column 2 below lines:
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Archive:
Arkiv fungerer som et arkiv over alle bilag som er godkendt og overført til ERP systemet fra edilion. Her kan du altid søge efter et specifikt bilag, når du har brug for informationer.
Archive shows all documents, that have been approved and transferred to the ERP system from edilion. Here you can always search for a specific document, when you need to see information about it.
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Do you want to read a guide concerning the edilion settings click here.
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