Finance
Supplier invoices, checked before anyone books them
Invoices arrive in invoices@. The workflow reads the PDF, finds the matching open payable in Exact Online and asks the finance lead to approve. Approved invoices land on the finance board, ready to book. Mismatches go back to purchasing with the reason.
- 01Trigger: a new email in invoices@ (Outlook), with the PDF attached
- 02AI step: read supplier, amount and order number from the invoice
- 03Exact Online: find the open payable for that supplier
- 04Condition: does the amount match?
- 05Approval: the finance lead approves or rejects
- 06Create a board task for bookkeeping, or email purchasing