Below is a summary of different roles and the actions permissible for these roles.
|
Actions/Stage/Roles |
Invoice manager |
Invoice Approver |
Invoice payment initiator |
Invoice payment authorizer |
Transfermate Manager |
| Upload and submit a new invoice | Yes | Yes | Yes | Yes | - |
| Edit/Save and submit at “Draft” stage | Yes | Yes | Yes | Yes | - |
| Cancel at “Draft” stage | Yes | Yes | Yes | Yes | - |
| Edit/Save and/or submit at “Rejected” stage | Yes | Yes | Yes | Yes | - |
| Approve/Reject at “Pending for approval” stage | - | Yes | Yes | Yes | - |
| Cancel at “Pending for approval” stage | - | Yes | Yes | Yes | - |
| Edit/Save at “Pending for approval” stage | - | Yes | Yes | Yes | - |
| Create payment | - | - | Yes | Yes | - |
| Authorise payment | - | - | - | Yes | - |
| Access Transfermate Account section | - | - | - | - | Yes |
Email notifications will be dispatched to the appropriate individuals at each stage:
- Upon submission for approval > Sent to all "Invoice approvers"
- In case of rejection > Sent to the invoice manager who uploaded the invoice
- Upon approval > Dispatched to all "Invoice payment initiators"
- When a payment is created against an invoice > Delivered to all "Invoice payment authorizers"
- In the event of a payment failure > Sent to all "Invoice payment initiators"