How to request a verification?
Go to the “To verify” or “Inbox” tab and select one or multiple invoices.
Click Request verification (or Send to verification when a workflow applies).
Option 1: Manual entry
Enter the email of your verifier. They don’t need an Agicap account.
Press enter to validate each email. You can add multiple verifiers at once.
Use Cancel request if needed. The invoice returns to To Verify status and will be deleted from the verifiers backlog.
Option 2: Workflow
Create a verification workflow from Accounts Payables → Settings or directly from the invoice validation modal.
Define who must verify invoices. When all verifiers in a step approve, the invoice moves to the next step.
Use amount or beneficiary conditions (or both) to route invoices to specific verifiers.
You can now link verifiers with an "OR" relationship in your workflows. This means that only one verifier out of multiple assigned verifiers in a given step needs to approve the invoice for it to move to the next step. This is particularly useful for companies with flexible workflows or when a verifier has a substitute during holidays. To enable this, check the "OR" relationship option when setting up your workflow.
Effects of requesting verification
Invoice status changes to Pending Verification.
Each verifier receives an email with a secure link to view, verify, or reject the invoice.
Once all assigned verifiers (or one verifier, if using the "OR" relationship) click Verify, the invoice moves to Verified. Any Reject finalizes it as Rejected.
Actions for external verifiers
External verifiers who do not have an Agicap account will continue to use the external workspace to verify or reject their assigned invoices.
For external verifiers with an Agicap account, they can now verify their assigned invoices directly within Agicap.
When accessing invoices assigned to them in Agicap, verifiers will see a recap of all key invoice information (non-editable) and can fill in additional fields such as discount, cost center and nature, analytical code, payment method, and memo.
Actions remain the same: verifiers can either Reject or Verify the invoice.
If they Reject, they can leave a comment, which appears in your invoice details.
Effect of verifying an invoice
Supplier Invoice Management: The invoice moves to the Verified tab with a To Pay tag.
Treasury: A matching expected transaction is created.
Reconciliation: A new transaction line is created with the same attributes.
Pre-Accounting: A new line is created with the same attributes.
💡 Tips
You can resend the verification request using the same flow if you need to assign a different verifier.
If the verification process is delayed, you can now send reminders to pending verifiers. Go to the Pending invoices tab, select the invoice, and click Send a reminder. All pending verifiers of the current step will receive an email notification to verify the invoice. This helps speed up the process and prevents payment or pre-accounting delays.
FAQ ❓
Does the verifier need an Agicap account?
No. Verifiers only need a valid email address. They’ll receive a link and a confirmation code to verify or reject your invoice. However, if the verifier has an Agicap account, they can now verify their assigned invoices directly within Agicap for a more seamless experience.
Can I request verification for multiple invoices at once?
Yes. You can select several invoices in the To verify or Inbox tab, then choose Request verification for all of them together.
What if the verifier doesn’t receive the invoice approval request?
Ask them to check their spam folder and ensure that the sender address (notifier@invoices.agicap.com) is not blocked. If you still face issues, try using a different email address.
What if the verification process is taking too long?
If the verification process is delayed, you can send reminders to pending verifiers. Go to the Pending invoices tab, select the invoice, and click Send a reminder. This will notify all pending verifiers of the current step via email, prompting them to verify the invoice.