A question about an invoice belongs on the invoice, not in a long email chain. In Invoreg you comment on the document, tag a colleague with @, and the answer stays with the invoice for anyone who opens it later. Role permissions then decide who can do what.
Comments and tagging, step by step
- Open the document you have a question about.
- Write a comment under it, for example "Is this the March delivery or a re-send?"
- Type @ and pick a colleague.
- Send. Each tagged colleague gets an email and an in-app notification. Both open this exact document.
- Reply in the same thread. The question and the answer stay attached to the invoice, next to the original and the audit log.
Keeping track of open questions
- My comments lists the threads you started or were tagged in, so nothing gets lost between clients.
- Archive a thread once it's answered, so the list only shows what still needs a reply.
- Pair comments with labels (for example "Query with supplier") to filter every invoice that is waiting on someone. See duplicates, filters and search.
Role permissions
Permissions are managed by super admins, in Role permissions. Each role gets its own set of rights, for example:
| Role | Upload | Comment | Register |
|---|---|---|---|
| Bookkeeper | Yes | Yes | No |
| Accountant | Yes | Yes | Yes |
That is the example from the video; you decide the matrix for your own roles. Permissions can also hide document types from a role, such as contracts from managers who only need invoices.
Why firms set it up this way
- Junior staff can do the reading and checking, while only senior accountants register into the ledger.
- Clients' own staff can approve purchases in Invoreg without access to the accounting software. See purchase approvals.
- Questions are on the record. When someone asks in a year why a bill was coded the way it was, the answer is on the document.