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Practical Guide Four-Eyes Principle
A large invoice, a single initial? At your amount and above, two people review. This guide shows step by step how a HITL Agent sends invoices to a group as a review task, how the amount rule raises the number of reviews, and how two people decide independently of each other.
The file is available in English and German; you download the version in the language of this page. Free, no registration.
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MoreWhat's inside
- Friday, 11:40 a.m.: one invoice, one signature
- What holds up approval
- The process at a glance
- The approval group
- Invoices in one place
- Creating the HITL Agent
- Trigger: when a task is created
- Assignment, blind review, escalation
- The amount rule
- The first review
- The second review
- Disagreement, escalation, manual review
- What teams ask when they start
- Try it yourself in 45 minutes
- Read more
- Your first approval in five days
- Checklist and start
Who it is for
Accounting: You record invoices and need a clear approval before anything is paid. Controlling and management: You decide at which amount two or three people review, and you want to see who decided. Purchasing and departments: You check whether delivery and price are right, and you approve the invoices of your area.
Key facts
- 20 pages, with a test package to try it yourself in 45 minutes
- A HITL Agent defines which documents are reviewed and who reviews them: in the example, every invoice in the Workspace “Eingangsrechnungen” (incoming invoices), reviewed by a group.
- At your amount and above, the amount rule raises the number of reviews. It applies to invoices, receipts and credit notes when the HITL Agent is assigned to a group.
- You choose the amount and the number of reviews for each tier yourself, from 2 to 10. If the amount is missing or the currency differs, two people review.
- Whoever has already reviewed a task cannot claim it a second time. With blind review, nobody sees the others' decision beforehand.
- The majority decides, and after approval the confirmed values are stored on the document.
Questions and answers
Frequently asked questions about this download
Is there a fixed euro amount?
No. You set the amount for each tier yourself, along with the number of reviews from 2 to 10. With several tiers, the highest tier the amount reaches applies. The currency is preset to EUR.
Which documents does the amount rule apply to?
To invoices, receipts and credit notes; for credit notes, the amount counts without its sign. Other document types keep the number set under “Reviews required”.
Can one person review twice?
No. Whoever has already reviewed a task cannot claim it a second time. With two or more reviews, the votes of people count; an integration does not count as a second pair of eyes.
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