Invoice Management 6.0

Invoices Screen

Invoices are managed through the Invoices screen. The counts displayed for each invoice status and the individual invoices displayed in the status grid reflect invoices matching the specified selection criteria.

When you click the Invoices icon in the left navigation pane, the following screen is displayed.

Note: Fields with bold text on the screen are required. All other fields are optional.

The following table defines the components on the Invoices screen.

Component	Description
Invoices Pane
Invoice # field	Allows you to search by invoice number.
From date field	Allows you to search for an invoice using a date range.
To date field	Allows you to search for an invoice using a date range.
Amount From field	Allows you to search for an invoice using an invoice dollar amount.
Amount To field	Allows you to search for an invoice using an invoice dollar amount.
User list	Allows you to search by the user who input or uploaded the invoice.
Vendor The payee for an item. list	Allows you to search by the vendor who sent the invoice.
Search button	Allows you to search for a vendor based on the criteria you entered in the search fields.
Clear button	Allows you to clear data from the search pane fields.
Invoices by Status Pane
Unassigned Invoices icon	Allows you to view the list of invoices that have been scanned into the application by a backend process or faxed in. These invoices are available to be keyed into the application. Once selected, these invoices are moved to the Open Invoices queue.
Open Invoices icon	Allows you to view the list of invoices that have been created or assigned to a specific Invoice user but have not yet been submitted.
Submitted Invoices icon	Allows you to view the list of invoices that have been submitted for approval.
Approved Invoices icon	Allows you to view the list of invoices that have been approved.
Denied Invoices icon	Allows you to view the list of invoices that have been reviewed and denied.
Pending Approval icon	Allows you to view a list of invoices that have been reviewed and are pending approval. This icon is displayed only if you have invoice approval rights.
Pending Audit icon	Allows you to view a list of invoices that have been reviewed and approved, but must be audited before they can be paid. This icon is displayed only if you have auditing rights.
Assigned Audit icon	Allows you to view a list of invoices that have been assigned to an auditor. This icon is displayed only if you have auditing rights
Open Invoices Pane
Invoice # column	Displays the number assigned to the invoice.
Invoice Date column	Displays the date the invoice was created.
Vendor column	Displays the name of the vendor who submitted the invoice.
Currency column	Displays the currency type used for the invoice.
Amount column	Displays the amount due on the invoice.
Discount Amount column	Displays the cash amount of discount if the invoice is paid within the Cash Discount period.
Discount Days Remaining column	Displays the number of days left before the cash discount period expires.