Incoming Invoices Workflow

This section describes the high-level workflow for manually processing incoming electronic invoices.

Prerequisite: Ensure that your Maconomy system is integrated with Pagero and the Enable E-Invoicing, Incoming system parameter is enabled. In addition, there must be existing invoices available for import in Pagero.

When the integration with Pagero is properly configured, background tasks can be set up to automate the creation, processing, and closure of inbox entries. Maconomy will automatically process the attached Pagero XML file based on the inbox entry type associated with the invoice.

In cases where error occur during automated processing, e-invoices may appear in the Draft Invoices workspace. Theses errors can be reviewed and addressed directly within the Draft Invoices workspace to ensure proper handling and resolution. Otherwise, follow the manual workflow to process invoices imported from Pagero.

Task	Workspace	Details
Create an Inbox Entry Type	Inbox Entry Type
Import an Invoice	Pagero Companies
Attach a Document to Inbox Entry	Inbox Entries
Manually Process an Imported Invoice	Draft Vendor Invoices
Resolve Error During Processing	Draft Vendor Invoices	Go to Accounts Payable > E-Invoicing > Draft Vendor Invoices workspace to address any errors encountered during processing. See Address Errors in an Inbox Entry for more information. See Address Errors from Inbox Entries Workspace for more information.
Close an Inbox Entry	Inbox Entries	Once invoice processing is complete, the inbox entry will be closed, and its status will be updated to Processed.
Verify Created Invoice	Invoice Allocation Vendor Invoice Journals	You can view the vendor invoice in Accounts Payable > Invoice Allocation workspace. You can view the vendor invoice in Accounts Payable > Vendor Invoice Journals workspace.