Invoice Management by Manager
- 26 Oct 2023
- 3 Minutes to read
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Invoice Management by Manager
- Updated on 26 Oct 2023
- 3 Minutes to read
- Print
- DarkLight
- PDF
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Manager has the access to review invoices created by Owner Operators from dedicated location and has option to review and approve invoices which total amount is above the predefined thresholds (defined for each OO).
Manager will have own profile where they can access all invoices created in specific location they are responsible for.
IMPORTANT NOTE:
Never share your login credentials with anyone. These credentials are for your use only to access the invoice management platform.
Invoice Review
1.Enter the URL https://assettrack.knnx.com/on your web browser.
- Enter your credentials and click on Sign in.
Sign in window
Log in Details:
Password must be at least 6 characters long and include an uppercase letter, digits, and special characters.
Change your password every 180 days.
After 3 failed attempts, your account will be locked.
To reset your password, click the Reset Password button. You will receive an email notification with instructions.
- Enter the Tenant Name and click on Continue to Login, if required.
- Click on the Business Workflows page from the Navigation Panel on the left-hand side of the screen and then, Select the required Invoice Management Business Workflow.
Business Workflow – Invoice Management
- The Manager can review all previous invoice forms in the dashboard.
All previous invoice
- Click on the View Details button on the right side of the screen to view the load details.
All calculations will be available in invoice details form.
- Click the Download button shown below to download the invoice. This action can be done anytime (before or after sending invoice to Supervisor).
Load Listing Page - Download Button
Approve invoices if total invoice amount is over the threshold pre-defined for each Owner Operator.
This section explains the case where it is required invoice to be reviewed and approved by Manager before it is sent to Payroll team for payment processing. If invoice amount is over the threshold pre-defined for each Owner Operator, then Supervisor will send invoice to Manager. Manager will be notified via email to review and approve invoice.
1.Enter the URL https://assettrack.knnx.com/ on your web browser.
- Enter your credentials and click on Sign in.
Sign in window
- Enter the Tenant Name and click on Continue to Login, if required.
- Click on the Business Workflows page from the Navigation Panel on the left-hand side of the screen and then, Select the required Invoice Management Business Workflow.
Business Workflow – Invoice Management
- The Manager can review all previous invoice forms in the dashboard.
All previous invoice
- Invoices with amount over the pre-defined threshold will be visible in Dashboard with the following action icons shown below
Dashboard - Action Icons
- Manager will be able to review invoice and if there is no correction required, Manager can click approve icon. In case of inconsistency, Manager is able to reject invoice, and, in this case, invoice is sent back to Supervisor for update.
Action Icons - Approve / Reject Icon
- If invoice is approved by Manager, then as the final step, click “Send” button to forward invoice to Payroll team for payment processing.
Send Button
Access Delegation for Managers
This section explains how Manager can delegate the invoice creation access to another Manager.
Enter the URL https://assettrack.knnx.com/ on your web browser.
Enter your credentials and click on Sign in.
Sign in window
- Enter the Tenant Name and click on Continue to Login, if required.
- Click on the Business Workflows page from the Navigation Panel on the left-hand side of the screen and then, Select the required Access Delegation Business Workflow.
Business Workflow – Access Delegation
- Click on the Create button at the top right corner of the screen.
Create Button
- Once clicked on Create” button, the delegation form will appear, prompting you to fill out three essential data points:
- Delegated to – To select the name of Manager who will be able to approve/reject/send invoices on your behalf.
- From_date – Start date of the access delegation
- To_date – End date of the access delegation
Data Points
- Once the details are added, click on the Create button to generate the delegation.
Create button
Click on Create And Send button to grants access to another manager with just one click.
- Created delegation request can be reviewed in the Dashboard panel.
Access Delegation
9.When access is delegated to another manager, the delegated manager has the ability to approve, reject, or send invoices on behalf of the manager who provided the delegation within the predefined period.
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