Authorisation users works in 3 ways

1. Authorise document from website and manage authorisation settings

2. Swipe invoice from App to authorise

3. Authorise from Mail: Click on Link + PIN

1. Authorise invoices from website and manage authorisation settings

Steps to authorise invoice

• Every invoice that falls under the rules created for Authorisation will first come in the stage of ‘Authorise’.  To know more about rule click here.
• Authorise invoice
  1. Select document
  2. Click on authorise button

• Reject invoice
  1. Select document
  2. Click on reject button
  3. Add rejection reason and click on Ok button to reject document

• Authorise/ Reject document from Invoice detail page: When you open the invoice you can perform the below actions:

1. Click here to authorise document
2. Click here to reject document
3.  Click here to confirm the document.
4.  Click here to send document for re-authorisation
5. Click here to reject the document

Steps to confirm invoice

• Once the document is authorised and all authorisation rules are satisfied, the documents comes for confirmation.
• Pending to confirm documents are visible to all user will confirmer role.
• Confirm invoice
  1. Select document
  2. Click on confirm button

• Reject invoice
  1. Select document
  2. Click on reject button
  3. Add rejection reason and click on Ok button to reject document

• Send invoice for authorisation
  1. Select document
  2. Click on send for authorisation button
  3. Select user name to whom you wish to send for re-authorisation and click on Ok button.

2.Swipe invoice from App to authorise/ confirm them

Authorise invoices

• Authorise/ Reject invoices
  1. Swipe right to authorise invoices
  2. Swipe left to reject invoices

• Authorise/ Reject invoices from invoice detail page.
  1. Swipe right to authorise invoices
  2. Swipe left to reject invoices
  3. You can even authorise/ reject invoices with the help of action button at the bottom of screen.

Confirm invoices

• Confirm/ Reject invoices
  1. Swipe right to confirm invoices
  2. Swipe left to reject invoices

• Confirm/ Reject invoices from invoice detail page.
  1. Swipe right to confirm invoices
  2. Swipe left to reject invoices
  3. You can even confirm/ reject invoices with the help of action button at the bottom of screen.

3.Get pending invoices reminder on email. Quick login via PIN or Website credentials

• Once you are assigned authoriser/ confirm roles, you will start receive email for pending invoices to be authorise/ confirm as per defined rules.
• You will receive email with your pending invoices count to be authorise/ confirm. Simply you can click on ‘View documents’ link and navigate to Smartbooqing portal.
• Login via Credentials (email and password)
  1. You will be navigated to Smartbooqing login screen and can access with the help of your registered credentials if Smartbooqing PIN is not set

• Login via PIN
  1. Else if you have set Smartbooqing PIN you will be directly navigated to PIN login and can access by simple entering your registered PIN.

• After successful login you will be navigated to respective authorise/ confirm section.