Enter and approval of supplier invoices - Revision history

TR at 12:50, 21 January 2026

2026-01-21T12:50:15Z

TR: Marked this version for translation

2023-09-01T11:52:36Z

Marked this version for translation

TR at 11:52, 1 September 2023

2023-09-01T11:52:26Z

TR at 13:16, 29 May 2023

2023-05-29T13:16:35Z

TR: Marked this version for translation

2020-07-07T12:20:24Z

Marked this version for translation

TR at 12:16, 7 July 2020

2020-07-07T12:16:13Z

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Abdalla Yasin at 10:06, 4 November 2015

2015-11-04T10:06:02Z

Abdalla Yasin at 10:02, 4 November 2015

2015-11-04T10:02:51Z

Abdalla Yasin at 10:02, 4 November 2015

2015-11-04T10:02:11Z

Abdalla Yasin at 09:44, 4 November 2015

2015-11-04T09:44:11Z

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 [[Category: LEV-ATT-EN]]
 [[Category: Accounting]]
 </translate>

← Older revision		Revision as of 11:52, 1 September 2023
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		+	<!--T:65-->
	This manual handles registration and the approval procedure of incoming suppliers’ invoices in Martahon		This manual handles registration and the approval procedure of incoming suppliers’ invoices in Martahon

← Older revision		Revision as of 11:52, 1 September 2023
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−	= Enter and approval of supplier invoices = <!--T:46-->
	This manual handles registration and the approval procedure of incoming suppliers’ invoices in Martahon		This manual handles registration and the approval procedure of incoming suppliers’ invoices in Martahon

@@ Line 11: / Line 11: @@
 == Preliminary entering - scanning == <!--T:48-->
 Start with scanning or importing the invoice documents in {{pth|Accounting|Suppliers’ invoices}}, tab Preliminary entering. Press {{btn|Scanning}}.
-It you are using Kalin Setterberg’s invoice interpretation service, the invoices are automatically entered with supplier, invoice number, invoice- and due dates and amount.
+It you are using Marathon’s invoice interpretation service, the invoices are automatically entered with supplier, invoice number, invoice- and due dates and amount.
 If you are scanning the invoices, put them in the scanner and press {{btn|Scan}}.
 If the scanner is not connected to Marathon you can use another unit for scanning them to your computer or- if they already exist digitally, press {{btn|Import}}. A dialogue box opens, from which you can fetch a pdf file with one or several invoices.

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 <translate>
-= Enter and approval of supplier invoices =
+= Enter and approval of supplier invoices = <!--T:46-->
 This manual handles registration and the approval procedure of incoming suppliers’ invoices in Martahon
-== General ==
+== General == <!--T:47-->
 Suppliers’ invoices shall be registered in {{pth|Accounting|Suppliers’ invoices}}, tab preliminary entering, when you use the approval function in Marathon.
 The program consists of the tabs: Quotation queries, Purchase orders, Preliminary entering, Watch list, Booked invoices, errors/reminders and Queries.
-== Preliminary entering - scanning ==
+== Preliminary entering - scanning == <!--T:48-->
 Start with scanning or importing the invoice documents in {{pth|Accounting|Suppliers’ invoices}}, tab Preliminary entering. Press {{btn|Scanning}}.
 It you are using Kalin Setterberg’s invoice interpretation service, the invoices are automatically entered with supplier, invoice number, invoice- and due dates and amount.
@@ Line 16: / Line 16: @@
 You can also use drag and drop to get a pdf into Marathon.
 {{ExpandImage|LEV-ATT-EN-Bild1.png}}
@@ Line 22: / Line 23: @@
 If you want to delete a scanned invoice, select it and click {{btn|Delete}}. {{btn|Select all}} Select all checks all scanned documents. {{btn|Undo}} puts back scanned and saved – but not registered invoices.
-== Preliminary entering ==
+== Preliminary entering == <!--T:50-->
 Select {{btn|New}} in the preliminary entering. The system automatically suggests next arrival number, but you can overwrite it. The arrival number is the number that the invoice got at the scanning and is connected to the scanned document. Compare original invoice with the scanned one in the tab Scanned document. Fill in information about supplier, invoice number, date and invoice amount including VAT. (The VAT amount can be calculated with or without decimals with a parameter setting in {{pth|Base registers/Lev/Parameters}}, tab Invoices – Show decimals) Select one or several approvers and save, or proceed to Posting.
 {{ExpandImage|LEV-ATT-EN-Bild2.png}}
-== Posting==
+== Posting== <!--T:51-->
 The invoice can already now be posted in the Posting tab.
 {{ExpandImage|LEV-ATT-EN-Bild3.png}}
 Use the upper table for posting of project purchases. The account for project purchases is already set in the parameters. If you have been using purchase orders, enter PO number and the remaining contents will be automatically updated (client, project, purchase code, purchase price). Otherwise, fill in these fields, the purchase price will be fetched from the invoice registration. The mark-up for the purchase price comes from the purchase code in {{pth|Base registers/Pro/Cost codes Purchases}} (and in some cases from the project). The sales price is automatically calculated. The system can be set such that the suggested mark-up cannot be changed.
 The setting is in {{pth|Base registers/PRO/Parameters}}, tab Purchases and Other, field Change purchase mark-up.  In the Adjustments tab there is more alternative in handling mark-ups and sales prices. It is called Special gross purchase as adjustment. When activated, it turns the difference between the suggested and the new sales price into an adjustment.
@@ Line 40: / Line 43: @@
 The email will be sent to all approvers on unapproved invoices. The invoice is marked with the approver in {{pth|Accounting:|Approval
-== Skapa konteringsmall ==
+== Skapa konteringsmall == <!--T:54-->
 You can create Posting templates in {{pth|Base registers/PL/Posting templates}}. Click on {{btn|New}} and write a name for the template. Enter account and possible cost centre/cost objects if the account allows it. The amount can be stated either as percentage or as a monetary amount in your currency. If you choose percentage, you will get a question about the total amount at the time you use the template and calculates the share with help of the percentage.
 {{ExpandImage|LEV-ATT-EN-Bild4.png}}
-== Automatic posting ==
+== Automatic posting == <!--T:56-->
 You can register a template for automatic posting in a voucher template in {{pth|Base registers/GL/Voucher templates}}. A template makes an automatic posting when you book on a base account, e.g. 7410. However, the posting is not shown on the screen while entering the invoice, but you can see it in the bookkeeping.
-== Approval ==
+== Approval == <!--T:57-->
 The approver can open the invoices in {{pth|Accounting|Approval}} for approving and posting.
 {{ExpandImage|LEV-ATT-EN-Bild5.png}}
@@ Line 77: / Line 82: @@
 Use the lower table for posting costs. Write the account number and possible cost centre and -object if the account allows/requires it in the chart of accounts. If the cost shall be allocated over a period (accrued), state cost account only and fill in the fields for periods. The balance sheet account for periodical allocations is fetched from the parameters.
 For pre-approval, final approval, partial approval or to state that the invoice shall not be paid, press {{btn|Approval}} and select type of approval. You can also write comments regarding the approval. Click on {{btn|Save approval}}. You can add approvers to the invoice with the function {{btn|New approver}}. Save the whole invoice with {{btn|Save}}.
-== Watch list ==
+== Watch list == <!--T:59-->
 The watch list module is only used by the accounting department. The list shows all preliminary entered, but not booked invoices. List selections:
 {| class=mandeflist
@@ Line 102: / Line 107: @@
 |}
 {{ExpandImage|LEV-ATT-EN-Bild7.png}}
@@ Line 129: / Line 135: @@
 After booking project related purchases they need to be updates ti the project accounting in Project: Registration, corrections and updates, tab Purchases. That can also be done automatically; the parameter is in System: Base registers/Pro/Parameters, tab Purchase and Other.
 Note that possible existing purchases must be updated manually at the time you check the parameter box.
-== Booked invoices ==
+== Booked invoices == <!--T:61-->
 The tab shows the booked invoices. It shows also time and approver and what type of approval it was in the columns Final approval and Pre-approval. Select an invoice and click {{pth|Open}}. The same invoice picture and invoice information as in the approval will be shown.
 It is also possible to read notes here.
@@ Line 137: / Line 143: @@
 #2 Also create a new debit invoice.
 If you choose to create a new debit invoice, the reversal will result in two new invoices; one credit invoice of the selected invoice and a new debit invoice that is identical with the reversed invoice.
 The invoices created by the reversal will be seen in the Watch list. All invoice details and postings are copied from the original invoice (but with opposite signs on the reversed invoice). The invoices are now ready for booking or correction or approval before booking.
 [[Category: LEV-ATT-EN]]
 [[Category: Accounting]]

@@ Line 176: / Line 176: @@
 <!--T:41-->
-After booking project related purchases they need to be updates ti the project accounting in Backoffice: Project accounting /Update, tab Purchases. That can also be done automatically; the parameter is in Backoffice: Base registers/Pro/Parameters, tab Purchase and Other.
+After booking project related purchases they need to be updates ti the project accounting in Project: Registration, corrections and updatings, tab Purchases. That can also be done automatically; the parameter is in System: Base registers/Pro/Parameters, tab Purchase and Other.
 Note that possible existing purchases must be updated manually at the time you check the parameter box.

@@ Line 58: / Line 58: @@
 <!--T:20-->
-The email will be sent to all approvers on unapproved invoices. The invoice is marked with the approver in Frontoffice: Project/Approval.
+The email will be sent to all approvers on unapproved invoices. The invoice is marked with the approver in Accounting: Approval.
 == Create posting template == <!--T:21-->

@@ Line 55: / Line 55: @@
 <!--T:19-->
-When all scanned invoices are preliminary entered they shall be sent to the approvers. Use the Send e-mail function in Backoffice: Purchase ledger/Watch list. The mail will be sent out to all approvers
+When all scanned invoices are preliminary entered they shall be sent to the approvers. Use the Send e-mail function in Accounting: Suppliers' invoices/Watch list. The mail will be sent out to all approvers
 <!--T:20-->

@@ Line 74: / Line 74: @@
 <!--T:25-->
-The approver can open the invoices in Frontoffice: Project/Approval for approving and posting. The approval function can also be reached with the link to Approval at the page bottom.
+The approver can open the invoices in Accounting: Approval for approving and posting. The approval function can also be reached with the link to Approval at the page bottom.
 <!--T:26-->