Walkthrough
Join us in a detailed walkthrough and demonstration of the various actions that may be taken on the “Client Approval of Vendor Invoices for Payment” screen. The features and concepts covered:
- How to Find This Screen.
- Overview of where this screen is in the overall invoices and payments workflow.
- Invoice Approvals in the client queue or the second approval.
- Single, Multi, or Pay All invoices.
- View Invoice.
- Block Invoice.
Overview
Features of the Client Approval of Vendor Invoices For Payment screen sports the exact same features and options as the Approve Vendor Invoices For Payment Screen.
In the overall view of the invoice and payments process, this is the Second Optional Approval Queue. Invoices may be blocked and sent to the Blocked Queue for review, or approved at which time the invoice advances to the Payments Queue or automatically advanced to Payments and Reconciliation.
How To Find This Screen
From Home
While screens may be accessible from many points in the back office system, one way to get to the “Client Approval of Vendor Invoices for Payment” screen is as follows:
Login to the “Home Page”
Click “Vendors”
Click “Vendor Invoice Client Approval”
Find an Invoice
Page through invoices using “Page Up” or “Page Down”
Search for a “Vendor”
Enter a name.
Click name from autofill and the vendor number will appear.
Press the “Enter” key or click the “Submit” button.
View Invoice Details
Hover mouse over “Opt” box and click “View Invoice” or type in “V”.
Press “Enter” key or click “Submit”.
Refer to https://helppages.us/vendor-invoice-maintenance-inquiry for more information.
Approve One Invoice
Hover over “Opt”.
Click “Approve Invoice Payment” or enter “A”.
Click “Confirm Selections”.
After clicking “Confirm Selections”, the row will disappear without any additional dialogue boxes.
Approve Many Invoices
Hover over “Opt”.
Click “Approve Invoice Payment” or enter “A” for more than one entry.
Click “Confirm Selections”.
Block Invoices
Hover mouse over “Opt”.
Click “Block Invoice Payment” or enter “B” for one or more entries.
Click “Confirm Selections”.
Message appears, click “OK”.
Click field for “Block Reason” and press “F4”.
Select an option by entering “X” under the “Opt” column and click “Submit”.
“Block Reason” now filled out.
Click “Confirm Selections”.
Invoice now appears in the “Approve Blocked Invoices” queue.
Approve All Invoices For Payment
This operation approves ALL invoices for payment regardless of the filtered invoices on the screen at the time.
Click “Select All for Approval”.
A window appears to confirm if you would like to approve all invoices. Type “Yes”.
Click “Submit”.
If there are a lot of invoices to process, the screen will appear frozen, but it is working.