Using Invoice Approval

 

Video: A Basic Overview for Invoice Approval

Video: Making Edits to Your Invoices

Step by Step Walk Through with Pictures

Adjusting your Settings


Video: A basic overview


Video: Making Edits to you Invoices on the Invoice Approval Screen


 

A Visual Walk Through

1. Go to Orders in the Navigation Menu

2. Click on Invoice Approval

Click on Invoice Approval

3. Click on any invoice to review, edit or approve it. You can also select multiple invoices to approve them in bulk using the checkboxes on the left.

Click on any invoice

You'll see the invoice image in a side-by-side view with the order itself: 

invoiceApproval-1a.png

(1) You can can easily skip ahead to the next invoice and turn off the photo viewer to just see the order itself.

(2) If this invoice is in the wrong unit, you can quickly make that correction using the "Move Invoice" button. And the solid blue "Approve" button is for when you are finished reviewing it! 

(3) Here you can zoom in or out and rotate the image. You can also grab the image and move it around the screen. 

(4) You can edit the Invoice Number, Customer #, Invoice Date and adjust the payment account. 

(5) Choose your view: either by line items or by category. 

(6) You can quickly choose to just view new Vendor Items, or New Products, or All. The number shown in parentheses indicates how many of each are included in the invoice. Also note the orange sun icon highlights any new VIs or Products.
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(7) If you want to edit any products, click the hyperlinked blue product name

  • From here you can edit a product's category
From here you can edit a product's category
  • You can edit the count by unit-of-measure
You can edit the count by unit of measure
  • Make a product tax exempt
Make a product tax exempt
  • Make a product inventoried, non-inventoried or add a product to a specific count sheet
Make a product inventories, non-inventoried or add a product a specific count sheet

 

 


To adjust your settings, click on Invoice Approval Setup

To adjust your settings, click on  Invoice Approval Setup

 

You have the choice to enable this for ALL invoices, or can select "Some" to set up rules.

You have the choice to enable this for ALL invoices, or can select "Some" to set up rules.

 

For example, you can limit it to just certain categories or vendors.

For example, you can limit it to just certain categories or vendors.

 

When finished, be sure to save it!

When finished, be sure to save it!

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