User guides

Note: The videos below are standard materials provided by the Danish Agency for Public Finance and Management and are not tailored to Aarhus University. This means, among other things, that case number and case task are not shown in the videos, even though it is mandatory to include these in AU’s SDI setup.

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Invoice basics

• A short tour of the invoice module
• What a requester sees
• Invoice history

Navigation and Overview

• Invoice and order flow
• Tools in the invoice overview
• The status bar in an invoice

Filtrering and labels

• The standard filtering panel in the invoice overview
• Introduction to custom filters
• Create a custom filter
• Create and add an invoice label

Invoice actions

• Functions of the buttons in an invoice
• Other functions in an invoice
• Actions at line level
• Attaching documents to the invoice

Processing and posting

• Posting an invoice
• Processing an invoice as a substitute

Advanced line Management

• Split and merge lines on an invoice
• Splitting invoice lines with and without VAT

Note: The videos below are standard materials provided by the Danish Agency for Public Finance and Management and are not tailored to Aarhus University. This means, among other things, that case number and case task are not shown in the videos, even though it is mandatory to include these in AU’s SDI setup.

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Order and Invoice Flow

• Invoice and order flow
• Match Between Order and Invoice
• Change Order Reference on Invoice

Requisition and ordering

• Product Search
• From Shopping Cart to Requisition
• From Requisition to Order
• Add Free-Text Line to Requisition
• Forwarding of Requisition to new purchaser

Receiving and registration

• Receiving goods from af purchase order
• Registrering receipt on invoice

Sending and integration

• Sending orders with auto-generated invoices
• Punch Out
• Transfer favorite list from IndFak to SDI