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What is possible without a plan

In 30 seconds

Without a running plan of NOVEX Rechnungseingang, viewing, the archive and the export stay open, and so do documents already in the approval process. Setting up and reading need the plan. After the trial NOVEX deletes no data of its own accord and charges nothing by itself.

In detail

When a plan is missing

NOVEX Rechnungseingang has a plan of its own, independent of the plan of the outgoing-invoice product. A running plan is missing in three cases:

  • Your organization has not booked NOVEX Rechnungseingang. The application then shows the product locked, with its price, and billing calls the state "Nicht gebucht" (not booked).
  • The trial has ended. Every new organization receives NOVEX Rechnungseingang together with the outgoing-invoice product for the same trial length. After it, NOVEX Rechnungseingang reads "Nicht gebucht".
  • A booked plan ends, for example through a cancellation.

In these cases NOVEX does not delete any data on its own and charges nothing by itself. Whether you book the plan is decided by an owner of your organization in billing.

What stays open even without a plan

These steps stay reachable even without a running plan. For an organization suspended by the vendor, tasks and processing do not apply. Viewing and the archive are reads and depend on no plan; the export is kept open on purpose.

  • Work on received invoicesComplete the details of a received invoice, enter the account assignment (Kontierung), comment on it and move it to „Gelöschte Belege“ (the bin).
  • Decide tasks in the approval processView tasks, review them, approve or hand them back, set notifications and record absences.
  • Steer running cases and view worklistsSteer cases that are already running and view the worklists of the incoming invoices.
  • Receive and file incoming invoicesUpload files to the intake, group them into items, enter the details and file the invoice. The original is kept unchanged in the archive.
  • Supply the original, restore a documentSupply the original of a filed invoice again, close a document without an original with a stated reason and bring a deleted document back from „Gelöschte Belege“.
  • Export and pass on without approvalCreate the export file for bookkeeping and hand a stuck invoice to the export without approval, with a record of it.

What needs a plan

These steps change the setup or start new operations. They are only possible with a running plan.

  • Set up and publish the approval processCreate, change and publish process versions, approval rules and work groups.
  • Settings and additional fields of the incoming invoicesChange the settings of the incoming invoices and their additional fields.
  • Discard, annotate and re-read intake items, OCRDiscard an item in the intake, add notes, read a file again and request text recognition (OCR).

How to read the lists

  • The lists on this page are generated from the same checks the application itself applies. If a check changes, the list changes with it.
  • An invoice that is already running in the approval process is carried to its end even without a plan. The decisions of the people involved stay possible.
  • The intake accepts and files new files even without a plan. Reading by OCR, and discarding, commenting on and re-reading an intake item, need the plan.

The prices and seats of the plan are on the page Seats and prices; the comparison with the plans of the outgoing-invoice product is on What is included in which plan?.