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Invoice Approval Option Sage 50
The Sage 50 invoice approval means the revaluation and approving the invoices before processing the payment. Generally, the invoice approval start after the buyer received a supplier invoice through an email. The invoice is then categorized and then forwarded to the respective holder for the approval process. The account payable in Sage 50 eases the invoice approval process by representing the invoice details in a digital format for simplifying the approval review process. However, there is invoice approval software available to streamline invoice approval. After Sage 50 Create Invoice there is some process or approval or authorization added in Sage 50 Accounting.
Sage 50 Approvals For Invoices Available
Users can verify or reject invoices using the Sage capture mobile app into Sage 50 with Sage Approvals. In case the Sage 50 Integrates into Office 365 then the Sage capture app is used to capture the invoice picture, categorize it, and upload the same to Office 365. After this, the transaction appears in the Sage 50
The Sage Approval lets you ease in assigning the users as the reviewers to review the invoices created by the Sage Capture or either approve to embed them to Sage 50. It helps in better management of the transaction flows
It’s easy to To Send Sage 50 Recurring Invoices to customer with doing task each month manually, but first you have right Sage 50 Email Invoice Configuration or settings.
Using Sage 50 Invoice Approval With Office 365
Make sure you have completed the Sage 50 cloud integration and office 365 onboarding before accessing Sage Capture. Here are the steps:
- Open the Sage 50 company file
- Choose File button
- Click Office 65 integration and then hit Manage user access to display the Sage Business center
- Next sign in to the Sage Business center
- Click Manage Users
- Confirm that you selected the company or selected a company file from the menu named drop-down
- Select the icon that appears as the pencil to configure the user as a reviewer then hit the Sage Approvals buttons
- Click Save option
- Next start configuring User B as a Sage capture user by choosing the pencil icon
- Now hit Sage capture and then click Save
- The user having Sage approvals access can easily use the app listed in the apps in the Office 365 online
- The Sage capture users create the transactions which will get displayed in Sage Approval
- The Sage Approval contains the Transaction Type, Date, Name, Type, Reference Number, Name, Photo, Amount & Transaction details
- Choose Details button
- to see transaction data and then click Approve or Reject
- On transaction approval, it will start downloading into the Sage 50 but if selected Reject the transaction you can write a descriptive note for the creator
- Now the user will view the posted invoice
- If the invoice has been rejected then a message with a reason will display
- When Sage 50 is opened then the application will start downloading the invoices that have been recorded in Sage Capture & approved by an approver.
Moreover, in some case user need to go for Sage 50 Dispute Invoices later on if payments corrected user can do easily do Sage 50 Reverse Invoice process without any issue or problem.
Use of Sage Add-on Approval Software to Approve Invoices Sage 50
The users can use the Addon Approval software to simplify the invoice approval process through a digital invoice approval process implementation. Now Sage 50 can link the paperless system to approve invoices conveniently. The invoice approval system supports Sage 200 Professional, Sage 50 Accounts, Sage 50Cloud, and Sage 200 standards. Therefore the users can use the system to automate the invoice workflows according to the Sage departments, cost center, and projects.
Assistance Invoices Approval Issues, Problem Sage 50 Accounting
Hopefully, the information helped you to know about invoice processing software and Sage 50 invoice approval. In case of any doubts regarding the integration procedure of Sage 50 and invoice approval software or other concerns get connected with experts. The Sage 50 Support team is here for you to assist you with the exceptional resolution ahead!
Frequently Asked Questions (FAQ)
Can I Use Any Approval System To Approve Invoices In Sage 50?
Yes, you can use the approval software to approve invoices. It must be fully integrated with Sage 50. It helps in invoice approval process automation according to specific criteria. The paperless software automatically connects the history of the invoice approval to Sage 50. It in turn results in getting a complete invoice approval Audit Trail from the Sage.
What Features Do I Get With The Sage Invoice Approval System?
1. Sage invoice approval processes automation
2. Invoice approval system supportable with Sage
3. View the summary of the approval workflow
For more information you can connect Sage 50 Chat team now!
Would I Require Any License Of Office 365 To Turn On Sage Approvals?
Yes, you must need a minimum of 2 licenses of Office 365 Business premium to turn on Sage Approvals.
