›
Follow a vendor invoice through Finofo: capture, classification, matching, approval in My tasks, posting to your ERP and payment.
Upload invoices, POs and receipts to Finofo, or email or text them to your workspace. Review held mail in the Inbox and set sender rules.
What happens when Finofo cannot recognize a file, and how to classify it, link it as an attachment or delete it.
Check each invoice line, its tax and its suggested GL coding in Finofo before submitting for approval: what each label means and how to fix what looks wrong.
What Draft, In Progress, In Approval, Approved, In Payment, Paid and Cancelled mean for invoices in Finofo, plus readiness, ERP and exception labels.
Use Drafts in Finofo to complete unfinished documents, follow items in approval and correct rejected documents.
Process invoices without a purchase order in Finofo with Invoice Only vendors or the non-PO option, while keeping coding and approval controls.
Why Submit for approval is disabled in Finofo, what each checklist step needs, and how to fix wrong-entity coding, missing tax and exception flags.
Where vendor credits live in Finofo, how credit notes post to your ERP, and how credits appear in payment batches and the vendor ledger.
