Invoices List Page

$images\btn_mini.jpg$ Related Topics $images\btn_mini.jpg$ Getting Started

The Invoices List page allows you to list invoices meeting the criteria you select. Click on any invoice to display detailed information concerning the invoice in the Invoices Edit Mode.

Filters

Finder – Select the field (such as Vendor) on which you want to query, select the criteria (such as starts with) by which you want to query, enter the text for matching, then click Find to retrieve all matching records. Click Clear to reset the criteria.

All Invoices – Click to list all invoices entered in the system.

Approved Invoices – Click to list all invoices that have been approved.

Imported Invoices – Click to list all invoices that have been imported.

In Process Invoices – Click to list all invoices that are being processed.

Invoices Awaiting My Approval – Click to list all invoices that are waiting to be approved by the current user.

Most Recently Accessed – Click to list all invoice records that you have opened recently.

$images\icn_note.jpg$ After changing the number of Most Recently Accessed records on the Preferences tab, you must open a record from the Invoices List page before the new setting will take effect.

On Hold Invoices – Click to list all invoices that are have a hold date specified.

Paid Invoices – Click to list all invoices that have been paid.

Posted Invoices – Click to list all invoices that have been posted.

Rejected Invoices – Click to list all invoices that have been rejected.

Fields

$images\icn_note.jpg$ Clicking the $images\icn_show_details.jpg$ Show Details button at the beginning of a row displays additional details concerning the invoice. Click the $images\icn_hide_details.jpg$ Hide Details button to remove the details.

Vendor – The full name of the entity for which the invoice has been created.

Invoice # – An identifier for the invoice.

Transaction # – An identifier for the transaction.

Date – The date the invoice was submitted.

Total Billed– The amount (in the billed currency) that the vendor is billing to the company.

Total Adjustments Billed – The amount (in the billed currency) that the billed amount has been changed due to adjustments to the bill.

Total Discounts Billed – The amount (in the billed currency) that the invoice has been reduced due to discounts to the bill.

Adjusted Base – The amount (in the base currency) that the vendor is billing to the company after any discounts have been applied.

Status – The status (such as In Process) of the invoice.

Optional Fields

The following fields can be added to the grid by clicking the Options button and selecting the fields (the fields also may be reordered to appear as needed on the page):

Adjusted Billed – Any changes to the amount of the invoice using the currency in which the invoice was billed.

Adjusted Pre-tax Billed – Any changes to the amount (in the billed currency) of the invoice prior to applying any tax amounts.

Check Number – If the payment was made by check, the number of the check used.

Conversion Rate – The rate used to convert the amount of the invoice to the currency type of the company.

Currency – The type (such as US Dollars) of currency at which the invoice is billed.

Hide Audit Warnings – An indication of whether audit warnings are suppressed on the Invoices Summary page for invoice-level warnings.

Hold Date – A date until which the invoice will be held for payment.

Internal – An indication of whether the invoice is for services rendered within the company.

Payment Amount – The amount of the payment for the invoice.

Payment Date – The date the invoice was paid.

Payment Method – The payment terms (such as Cash) for the vendor.

Purchase Order # – An identifier for the purchase order.

Received – The date the invoice was received for payment.

Service End – The date the service ended that is being billed.

Service Start – The date the service began that is being billed.

Total Tax Billed – The amount (in the billed currency) of all taxes for line items on the invoice.

Buttons

New – Click to open a page to create a new record.

Delete – Click to remove the invoice from the list.

Import – Click to import invoices.

$images\icn_note.jpg$ If manual LEDES file importing has not been activated in Suite Manager, you will receive an error message when you click the Import button.

Export – Click to export the current grid contents to Microsoft Excel.

Print – Click to create an instant report of the current grid contents.

Options – Click to select the number of records to display in the list of invoices.