The Invoices list in Payables is the central hub for all your invoice tasks. From this page, you can access all your existing invoices and add new invoices. You can use the menu next to each invoice in the list to quickly view or edit the invoice, or record a bank draft for an invoice. To open a quick view of the invoice without leaving the list, you can simply select the record name directly from the list, instead of using the context menu. This quick view of the record opens on the right side of the screen.
The Invoices list displays all the invoices you have in the system. You can reorder the columns in the invoice list by dragging and dropping the column headers. To change the column headers, click Choose columns, select what to include, and click Apply changes. To export the Invoices list to an Excel .XLSX file, select Export to Excel.
Tip: The total number of invoice records appears above the list. If you have multiple pages of invoices, use the page navigation that appears at the bottom of the list to easily move from page to page.
To quickly locate the invoice you want, search or filter the list.
To open the record of a specific invoice, enter the invoice number in the search field and select it in the results.
Tip: If you don't know the exact number, you can enter a partial number.
To view only invoices that share specific criteria such as invoice status, balance, or date, filter the list. From the Filter list, select the criteria of the invoices to work with, and click Apply filters. For information about these filters, see Invoice Filters.
From the Invoices list, select the checkbox next to any pending invoices you want to approve, or any approved invoices you want to mark as pending.
At the bottom of the screen, the Approve or Mark as pending buttons appears with a running total of the number of invoices you select.
Tip: If you need to exclude a previously selected invoice, simply deselect its checkbox or select Clear selection.
When you're ready to begin the approval or mark as pending process, select Approve or Mark as pending.
You can review the number of successfully changed invoices at the bottom right of your screen.
When the process completes, "Approved" or "Pending" appears in the Status field for each changed invoice record.