Finance Assistant PaperLess User Guide
Doc Ref: OP212
8.1. If you need to change the VAT to 0 rate – go to the Line owner row and under the VAT column, press key F3 (look up function), which brings up the VAT listing, click on the relevant code and this will update. Check the amounts against the invoice.
Note: ‘Acct. no.’ is our nominal code field.
9. Click on the ‘Document flow’ tab – to make sure that the document flow names match the spreadsheet ‘Correct Document Flow’.
10. Use the document flow referenced in the spreadsheet, as the document flow in PaperLess is set as a default for general purposes. This will only change if a supplier has more than one type of service they provide. Each service may need to go to a different person within the ‘document flow’.
The supplier invoice is now ready for the 2 nd check by another member of the Finance Team . Their approval will transfer the invoice across to Sage. 11. Add or Amend the Document Flow 11.1 To change the flow, click or add a document flow (names of approvers) – then click on ‘Attach recipient(s)’.
Page 8
Document Issue 01 31/07/2025
Approved by: ZC
Not Controlled if printed
ISO 9001 / ISO 14001 / ISO 45001/PAS99: 2012
Made with FlippingBook Digital Publishing Software