Invoices, automatic review and report recipients
How automatic invoice review works in Klyra and how to configure recipients for periodic finance reports.
Invoices received from suppliers are automatically checked by Klyra for discrepancies against what was received or agreed, while periodic finance reports can be sent to specific recipients such as the owner or accountant. Together these tools cut down the time spent on month-end checks.
How automatic review works
When an invoice arrives, Klyra compares it against recorded goods receipts and the agreed supplier price list, flagging price differences, mismatched quantities, or items invoiced but never received.
- Invoiced price compared to agreed price list
- Invoiced quantity compared to received quantity
- Items flagged with no matching receipt
Handling flagged discrepancies
Every discrepancy stays pending until manually reviewed: you can accept it if justified, for example a price adjustment the supplier communicated, or dispute it before proceeding with payment.
Configuring report recipients
Periodic reports, such as the monthly summary of takings and expenses, can be sent automatically to multiple recipients: owner, site manager or external accountant, each with the sending frequency that suits their role.
Typical month-end checks
At month end it is worth verifying that every cash closure has been recorded, that flagged invoices have been reviewed, and that the report sent to the accountant reflects the final figures for the period.
Cosa trovi in questa guida
- supplier invoices
- automatic invoice review
- invoice discrepancies
- report recipients
- periodic reports
- month-end checks
Passaggi
- Open Finance and select "Invoices".
- Check invoices flagged with discrepancies.
- Review the difference against the price list or receipt.
- Accept or dispute each discrepancy with a note.
- Open "Reports" and configure periodic recipients.
- Set the sending frequency for each recipient.
- Run month-end checks before closing the period.
Problemi frequenti
- A correct invoice is flagged as a discrepancy → supplier price list not updated after an agreed adjustment → update the price list, then accept the discrepancy with a note.
- An item shows as invoiced but never received → goods receipt not yet recorded in Klyra → record the missing receipt before validating the invoice.
- The accountant does not receive the monthly report → recipient not configured or wrong email → check the recipient list in report configuration.
- Discrepancies pile up unreviewed → periodic check not being done → set a fixed slot, for example weekly, to review flagged invoices.
Domande frequenti
Does automatic review block invoice payment?
No, it only flags the discrepancy: the decision to pay or dispute remains with whoever manages finance.
Can I add several recipients to the same report?
Yes, you can configure multiple recipients for the same report, each with its own sending frequency.
What happens if I ignore a discrepancy?
It stays visible as pending until reviewed, so it does not go unnoticed in later checks.
Can the accountant see only reports or also detailed data?
It depends on the permissions assigned to their account: you can limit them to reports only or grant access to details.
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