Here's how to easily and quickly assign an invoice to an expense from the Submitter role on Rindegastos’ web platform.
Topics you’ll find in this article:
What is invoice assignment?
Invoice assignment allows the Submitter or Approver to link an electronic invoice to an expense that doesn't yet have an official receipt. This feature enables Submitters or Approvers to include the invoice in PDF and XML formats, for expenses where the Submitter didn’t have access to these documents at the time of purchase.
On Rindegastos, there is a module called “Tax Documents” that the account administrator can activate and configure to enable invoice assignment.
Important: This feature is currently available for Rindegastos Colombia 🇨🇴.
How to assign an invoice when creating an expense as a submitter?
To assign an invoice to an expense, follow these simple steps:
From the “Submitter” menu, select “Expenses.”
Choose the expense you want to assign the invoice to, making sure it is in draft status.
Click on “Assign Electronic Invoice.”
Select the invoice you want to assign from the list. If you can’t find the invoice, it may not be available in your company yet. You can try again later or contact your Administrator.
Finally, click on “Assign Invoice.”
That’s it! The expense will be saved with the information extracted from the XML of the assigned invoice, and you can edit it if needed. If an error note appears, you can review and edit it.
✏️ Reminder: In the list of invoices to assign, you'll find invoices with a similarity of +5% in the amount of the expense. When you assign the invoice, Rindegastos will complete the expense details with the information from the XML file and also attach the PDF invoice.
If you still have questions about this process, write to soporte@rindegastos.com for
details. We're here for you!