To load a creditors invoice or credit note, go to: Platform > Creditors > Work with Creditors
Understanding the Approval Settings
Setting an Approved Amount
When you want to pay a creditor's invoice, or just want to allocate a payment to the invoice, you must set the amount approved.
Allocating a Payment Against a Simple Invoice Selection.
If it is a simple allocation that you can see immediately, then process a simple allocation.
Allocating a Payment Against a Complex Invoice Selection
Sometimes it is not so simple to make the allocations so it is a good idea to plan this.
1. Set companies whom you receive a lot of invoice from as "Requires Approval"
2. Load in the Creditor's Invoices as you receive them
3. When paying or wanting to allocate a payment:
