Bulk Verification of Invoices
This section outlines the steps to bulk verify invoices in Tofu, ensuring that you can efficiently manage invoice statuses.
Key Steps
Step 1: Select Invoices for Verification
Navigate to the invoice list.
Check the box next to each invoice you wish to verify.
Step 2: Initiate Bulk Verification
Click the 'Verify' button to initiate the bulk verification process.
Step 3: Review Status Changes
After verification, check that the selected invoices' status changes to Verified, they should show in Green
If linked to Xero, their status will also change to 'Awaiting Approval' (If linked to another accounting software, their status may have changed too on the corresponding accounting software, click on the link to see their status)
Step 4: Handle Verification Errors
If an invoice cannot be verified (e.g., due to missing information), an error message will appear.
The status of the problematic invoice will remain as 'Needs Review'.
Step 5: Verify Invoice Status
If an invoice has already been verified, the 'Verify' option will not be available for that invoice.
Cautionary Notes
Ensure all required fields are filled out for each invoice before attempting bulk verification.
Review any error messages carefully to address issues with specific invoices.
Tips for Efficiency
Regularly check for invoices that need review to minimize errors during bulk verification.
Familiarize yourself with common issues that prevent verification to speed up the process.