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BatchFlow har ikke en dedikeret Android / iOS app, men på de fleste mobiltelefoner kan man tilføje BatchFlow.dk på hjemmeskærmen, fx ved at følge denne Guide.
Read more about how to log in here: Log in and password (web)
And how to access a company here: Company Overview (web)
Inbox
When you log in to BatchFlow.dk, you will see all the invoices you have pending approval right now. These invoices are initially located only in your inbox, so only you can decide whether to approve or reject them. Click on an invoice to view it.
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Læs om Søgning og Filtre her: Search and filters (web)
Archive
In the Archive tab, you can view all the invoices you have approved, along with their status.
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You can search for the exact invoices you need using Search and Filters.
Read more about them here: Search and filters (web)
Approval
When you click on an invoice, it will open with the actual invoice displayed on the right side and accounting details, as well as menu options, on the left side.
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If you want it to automatically open the next invoice, you can find out how to enable that feature here:
User profile (web)
Rejecting
If you want to reject the invoice, press the Reject button.
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When you reject an invoice, you are required to provide a reason by default (minimum 10 characters). This helps your accounting team understand what needs to happen with the invoice next and why you are rejecting it.
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Accounting
In the accounting tab, you can see the accounting details.
If you have permissions, you can also create, edit, and delete accounting entries.
You can read more about accounting here: Accounting (web)
Notes
In the notes tab, you can read notes from other users and add your own notes. This could be a note for the next approver or for yourself, for example.
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Attachments
In the files tab, you can add attachments such as important documents, emails, Excel sheets, or order confirmations related to the invoice.
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Clicking on an attachment will open it automatically. You can also view any attachments as additional tabs on the invoice.
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Header fields
In the info tab, you can view the master data of the invoice. By default, these fields are read-only, but if your company has enabled them, you can edit fields such as invoice number, amount, creditor, and order number. Changes are automatically saved when you click out of a field.
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History
In the history tab, you can see all events related to the invoice, such as who edited a field, added accounting details, approved, rejected, etc.
All actions on the invoice are logged in BatchFlow, allowing you to track the invoice in detail from receipt to payment.
Flow
Flow is not enabled by default. Please contact Futurelink to have this functionality set up.
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Manual Flow will initiate a new approval workflow to specific users you select in chronological order. Choose the users you want to send the invoice to. Once you have selected all the desired users, press the Flow button.
Flow Profile allows you to select one of the existing flow templates. Press Flow after selecting the desired flow profile.
In Forward you can choose to send the invoice to another user. You can decide whether the user approves on your behalf, or if the invoice should return to you after the selected user has approved it.
Print, mail and save
In the expanded menu, you also have the option to print, email, and save the selected invoice.
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