For creating and approving Goods Receipt Note and Service Receipt Note in Peakflo, ask support@peakflo.co to enable the feature first.
Once the feature is enabled in your Peakflo account, all you need to do is to follow the steps below to create and approve GRN and SRN.
1. Go to "Receipt Notes" under the "Payables" section.
2. Click on "Add New" from the right side of the screen.
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3. Fill out the information in the RN form and assign an approval policy for the RN.
For setting up approval policies, please check out this article.
* If needed, you can auto-generate the RN number or add a specific RN number
* Delivery date should be equal to or greater than the date on the purchase order.
4. In case there's an available purchase order for the RN, please click on "Match PO"
Recommended Read: How to validate three-way matching in Peakflo?
5. Choose the PO for the RN then click on it. Then click the "Proceed" button..png?width=450&height=350&name=Group%20338%20(2).png)
6. Enter the Vendor information and Additional Information. In case you want to add a new vendor, please check out this link. 
7. The RN amount and all related information will be auto-filled. You can add your comments on the Notes section.
Tick the highlighted box on the RN form in case you wish to send the RN via WhatsApp or email to the vendor after full approval.
8. You can check, add, edit, or delete line items by clicking the expand button on the "Items" section. You can also add Tax and Discount.
10. In case there are any "Inconsistent Matching" in the RN, Peakflo will flag them before saving like the example below:
11. To resolve the errors, click on the X button to go back to the form and edit the changes.
Suppose you need to collaborate with teammates to resolve the issue. In that case, you can click on "Save" then choose the "Receipt Note" with inconsistent matching from the receipt note list, go to the timeline, click on "Leave comment", tag your teammate, and leave a comment for the stakeholders to resolve the issue.
Important Note
When adding "@mentions" in the comments, if you want to send the notification to bill creator and bill viewer along with the mentioned user then check the box "Notify creators and Viewers".
- Bill creator is the user who created the bill.
- Bill viewers are:
- All bill approvers are added as bill viewers
- Default viewers from vendors are added as bill viewers
- Anyone mentioned in the bill is added as a bill viewers
- Rules can add bill viewers
- If the user is a budget admin, then the user is a bill viewer
If you don't want bill viewers and creators to get notified and only want the person whom you have mentioned to get the comment, you need to untick the box "Notify creators and Viewers" before clicking on "Write Comment".
12. You can also perform "Bulk Actions" from the "Receipt Notes" tab. All you need to do is to select and tick specific RNs and click on "Bulk Actions". You can choose to "Approve", "Delete" or "Send for approvals" for the chosen RNs in one go. 