The purpose of this feature is to allow invoices to be exported to the accounting system after the selected stage in Smartbooqing, not necessarily waiting for it to follow the entire process. Invoices can be exported with a disabled Payment tag, meaning the invoice will land in the accounting system but payments will only be made after the “final” export from Smartbooqing.
Pre-requisites for the feature –
- The admin should have Authorisation
- The Authorisation after Review option should be applied.
Stages in document routing –
These stages will be available on the settings configuration page – Review, Authorise, and Confirm.
Clients can choose from the following options for the respective stages –
- Export – Documents will be exported normally if this option is selected.
- Export & Enable – Documents will be exported, but the payment option for the invoice will be enabled.
- Disable – Documents will not be exported, but the payment option for the invoice will be disabled.
What happens if the pre-requisites are not met?
If the admin does not Authorisation and the Authorisation after Review option enabled, all the options for the settings will be disabled, as shown in the image below –
