Overview
- Activation of the approval stamp on the invoice cover sheet
- Customisation of the created approval stamps on the invoice cover sheet
Customisation of the approval stamp
To customise an approval stamp, navigate to the "Workflows" area within the master data and select the "Invoice workflow" item. Select the invoice workflow to be edited here. If you want to create a new workflow, you can find out how to do this here.
Alasco has already made default settings for all active approval stamps, which you can customise. Click on the pencil icon at the top right of the step tile.
First make sure that the stamp in the step is also activated. You can set this using the fader.
You can individually define the title (e.g. "Project controlling"), the text (e.g. "Factually & mathematically checked") and the colour of the stamp in each step in which an approval stamp is provided and in the payment step.
Note:
Please note that you can edit a step in an invoice workflow at any time, even if there are currently invoices in this step. However, if you make changes to a step, these will only take effect for future invoices. Existing invoices in this step are still processed according to the previously set scheme.
Invoices that are currently in this step are displayed when you move the cursor over the pencil icon.