Table of Contents
Index
Basware InvoiceReady Help
Disclaimer
Basic Functions
Task List
Processing the Transactions of a Task List
Transaction Approval
Setting a Transaction as Waiting
Transaction Rejection
Transaction Transfer to Another Person
Processing Transaction Attachments
Adding Comments
Changing the Invoice Data upon Processing
Posting Transactions
Making an Order
Receiving an Order
Canceling the Receipt of an Order
Closing a Requisition Transaction
Making a Requisition
Creating a Requisition
Delivery and Rate Data Tab
Workflow Tab
The Order Row and the Posting Data
Making a Travel Plan
Creating a Travel Plan
Adding Attachments to a Travel Plan
Editing Travel Plans
Making a Travel Claim
Creating a Domestic Travel Claim
Creating a Foreign Travel Claim
Creating an Expense Claim
Adding Travel Related Meals
Calculation of Daily Allowance
Addition of Other Travel Costs
Route
Adding Scanned Receipts to a Travel Claim
Travel and Expense Claims and Travel Plans Waiting for Completion
Incomplete Travel Claim
Archive Search
Limiting the Archive Search with Transaction Type Based Settings
Limiting the Archive Search with Posting Data
Viewing Archived Transactions
Edit own settings
Change the Interface Language
Change Password
Edit Absence Settings
Save Payment Settings
Main User Functions
Workflow
Workflow Control
Workflow Overview
Workflow Settings
Workflow Steps of Transactions
Changing a Locked Transaction
Changing a Locked Posting
For Information
Processing Time of Workflow Steps
Processing Limits of Workflow Steps
Defining Default Transaction Processors
Approving transactions by row
Limiting the Processing of Transactions Based on the Organization Unit
Contracts
Creating Contracts
Associating a Purchase Invoice with a Contract and Automatic Approval
Contract Settings
Requisitions
Process Requisitions
Product Catalogs
Import Product Catalogs
Requisition Settings
Purchase Invoices
Reading Purchase Invoices
Manual Reading of Purchase Invoices
Timed Reading of Purchase Invoices
Identifying the Buyer Company of Electronic Invoices
Identifying the Supplier of Electronic Invoices
Authenticity of Electronic Invoices
Processing Purchase Invoices
Inspecting Purchase Invoice Data
The Functions in Creating a Purchase Invoice
Creating a Purchase Invoice
Payment and Rate Data Tab
Additional Data tab
Bundle Saving of Purchase Invoices
Posting of Purchase Invoices
Locking a Posting
Associating a Purchase Invoice Manually with a Contract
Matching Purchase Invoices to Purchase Orders
Matching a Purchase Invoice with the Application's Internal Order
Matching a Purchase Invoice with an Order of an External Ordering System
Automatic Purchase Invoice Matching
Canceling a Matching
Prebooking purchase invoices
Transfer to Payment System
Retransfer
Payment Systems
Transfer Templates
Purchase Invoice Settings
Input Values
Invoice Type Recognition
Travel Plans
Processing Travel Plans
Posting Travel Plans
Transfer of Travel Advances
Travel Plan Settings
Travel and Expense Claims
Processing Travel Claims
Transfer to Payment System
Travel Claim Payment Systems
Expense Types
Expense Type Editing and Copying
Expense Report
Defining Interface for TYVI report
Travel Claim Settings
Year-end Measures
Treatment of Tax-withholding Expense Reimbursements
Posting Travel Claims
Archive
Archiving
Permanent Archive and Archive Media
Creation of a Permanent Archive
Forming the Archive Media
Removal of Archived Transactions
Archive Transaction Types
Archival of XML Material
Archival of Other Material
Archiving Other Materials with an XML-file
Archiving Delays
Archive Settings
Archive Search from Other Applications
Removal of Transactions from the Archive
Transaction Types for Integrated Products in the Archive
Settings
Organizational Levels
Timed Transactions
Error Situations in Timed Transactions
Importing Basic Data into the Application
Companies and Organization
General Settings
Groups of Companies
Organization Structure
Organization Units
Attaching Users to the Organization Structure
Deletion of a Company
Posting Settings
Voucher Types
Posting Structure
Charts of Accounts
Posting Dimension Values
Automatic Posting of Purchase Invoices
Automatic Posting of Travel Claims
Periodizing Postings
Tax Processing in Posting
Supplier Settings
Suppliers
Supplier Payment Data
Supplier Settings
Supplier Orders
Supplier Posting Rules
Supplier Lists
User Data
Users
The Functions of the Users-page
Importing User Data into the Application
Processing limits
User Profiles
Logon Settings
Backup Person Practices
Logs
Transfer Log
Modification Log
User Log
Security Log
Log Settings
Other Settings and Materials
Exchange Rates
Exchange Rates and Banking Days
Import Payment Feedback
Import Purchase Orders
Delete Purchase Orders
Uploading Interface Files
License Management
Tips for Using the Application
Browsing Pages
Data Sorting
Using the Browse Button
Refreshing Page Data
Tooltips
Workflow
Using Additional Filtering
What Do I Do if...
Contact Information
Logs
Transfer Log
Modification Log
User Log
Security Log
Log Settings
Parent topic:
Settings
