You find the inbox called Failed in the navigation panel. E-invoices are automatically imported in Monitor ERP. If a main signer has been entered for the supplier, the invoice will automatically be sent to this person with the status To authorize. If no main signer has been entered for the supplier, the invoice will be placed in the Pending inbox.

If an automatic import for some reason CANNOT take place, the invoice will be sent to the inbox called Failed. From that inbox you double-click the invoice and handle it manually. Please note! An invoice with this status has not yet been registered and that is why it has no consecutive number.

You can double-click to open an import window where you can enter additional information in order to register the invoice.

If the invoice should not be registered in the system, you can delete it directly in the import window. This means you do not have to register the invoice with a consecutive number just to then cancel/delete it.

You find the inbox called For registration/verification in the navigation panel. All invoices, which have been sent for interpretation to the e-mail address for expense invoices, will be placed here after they have been interpreted and are ready to be registered/verified i Monitor ERP.

The registration is done as usual, but with the benefit of having certain data already filled in. Depending on how "secure" the interpretation of the data is, you can get error messages and warning messages in fields. This makes it easier for the user to check/verify data before he/she sends the invoice for authorization.

There are three levels of how to call the user's attention to data, as seen below. Error symbols and warning symbols are used in other places in Monitor ERP as well.

• – no data was found.
• – data was interpreted, but the interpretation function is not sure the data is correct.
• No symbol – data was interpreted and the interpretation function is sure the data is correct.

Please note! We recommend you to always check the Invoice amount and VAT even though the interpretation function is sure of that data. This is a check which should always be made by a user. This prevents unnecessary work if it should be registered with the incorrect amounts, then you would have to cancel/delete the invoice and start over.

Once you save the invoice each adjustment/correction will be sent back to the interpretation function's "correction unit" used to educate the function to work better the next time you get an invoice from the same supplier. This means, on the next invoice from the same supplier, the interpreted data will be better, and ultimately so accurate you will no longer have to correct and verify the data.

When you have corrected and verified the data you do the registration as usual. Enter signer, link the purchase order, if any, and save. This makes the invoice registered in Monitor ERP.

If you verify interpreted invoices in CrossState, it works in the same way as when importing e-invoice.

Verified invoices are automatically imported in Monitor ERP. If a signer has been selected in the supplier the supplier, the invoice will automatically be sent to that signer with the status To authorize. If no signer has been entered for the supplier, the invoice will be placed in the Pending inbox.

If an automatic import for some reason CANNOT take place, the invoice will get stuck in the inbox called Failed. From that inbox you have to handle the invoice manually. The invoices in this inbox have not yet been registered and that is why they have not got any consecutive numbers.

You can double-click to open an import window where you can enter additional information in order to register the invoice.

If the invoice should not be registered in the system, you can delete it directly in the import window. This means you do not have to register the invoice with a consecutive number just to then cancel/delete it.

PDF inboxes work as before and you can register invoices manually from them. These invoices have not been processed by the interpretation function which means you have to manually enter all information on the invoice in the Register supplier invoice procedure.