Digital Invoice Capture Batch Review (without temporary invoices)
Display: Re-display batch detail according to screen selection options
Save: Save changes made to batch.
Add to Batch: Add a new invoice to the currently displayed invoice batch.
Delete: Remove selected invoice(s) from the temporary batch.
Transfer Attachments: Move attachments from the selected invoice to another invoice in the batch. Moving attachments will delete the original invoice.
Edit: Open the invoice edit screen for the selected invoice.
Regular Invoice List: Display invoices in a regular list presentation.
Submit (If using Document Approval): Submit invoice approval.
Send to Reviewer (if using Document Approval and “Use Reviewers” active): Send invoice to designated Reviewer for review/modification.
Approval Table (If using Document Approval): Review the approval table for the selected invoice.
Log (If using Document Approval): View system activity for the selected invoice.
Post: Post invoices to the GL. Temporary invoices missing required information will not be allowed to post.
Filter: Limit the displayed invoices by vendor type, posted status, period range, or search based on PO number, Vendor Name, Description, or Batch number.
Reset filters: Reset screen display to system default filters.
Forms: Print, Preview, or export selected invoice details.
Reports: Print or export batch detail grid.
Hide Image: Hide the displayed image for the selected invoice and remove it from the screen.
Show Image: Re-display the image for the selected invoice.
Hide Detail: Hide the invoice header detail for the selected invoice and remove it from the screen.
Show Detail: Re-display the header detail for the selected invoice.
View: View options for columns displayed in the batch detail screen section.
Group (If using Document Approval): Invoice batch detail screen filter for specified approval groups. An additional dropdown represents the approval tables associated with the selected approval group(s).
Status (If using Document Approval): Invoice batch detail screen filter for approval status.
Due Before (If using Document Approval): Invoice batch detail screen filter for due date limitation.
Timeframe: Invoice batch detail screen filter for invoice date range limitation.