How does the approval flow work in Procys?

1. Open your account on the Procys page. Hover over the global navigation and click on Dashboard.

2. On the Dashboard screen, you will see the documents. Import a document with the blue icon 'Upload document' and attach the document from your desktop or through a folder on Google Drive, OneDrive, or Dropbox.

3. Once the document is selected, under 'Status', you will see as 'Processed'. After processing, in the Status column, 'For review' will appear next to the document number and type.

4. Click on 'For review,' and the processed with extracted data in categories will be displayed:

• Type of document
• Document number
• Document date
• Period
• Supplier
• Sender company name
• Description
  
  

5. Below, you'll find the option to 'Save' and 'Send to validate.'

6. Review and validate extracted data. If all fields are correct, click 'Send to validate.'

7. On the next screen, choose a validator from the list and accept by clicking 'Send.'

8. Additionally, you can add a new user by selecting 'Add new user,' providing name, surname, email, and role (Administrator/Validator/User).

9. After successfully changing the status, you can validate the invoice by clicking 'Validate.'

With these simple 9 steps, you can quickly import and approve all your invoices processed by artificial intelligence. If something goes wrong, feel free to contact our support team - support@procys.com - we will help you resolve it!