How to use the buttons at the top of the Invoice Details page

Changes that have been made the website

Please click the image below for an enhanced view with detailed hotspots

1. Header Button Row

Key buttons are added to the top of the page. This allows for AP to make quick and efficient updates to header information without going through multiple screens. Additionally, each button is secured so only users with access can use each button.

2. Ellipses

Lower user buttons have been moved to the Ellipses. These include secured items such as Manual and Archive to prevent accidental usage.

3. Image Preview

The image icon is an efficient and quick option for all users to view their image without having additional windows open. If one would want to open a large or mobile image, they could simply click the View Invoice Image button to produce a pop-up of the pull image.

4. Header Information

The header information contains specific details regarding a client's AP needs, including invoice details, state of the invoice. and vendor info. If necessary, clients also have the option of adding additional data on the middle panel of the module.

5. Commenting and Directing

Commenting, Directing and Approval Group are all located in the same section now. One stop shop to do all your needs. Also added features for Standard Commenting selections!

6. Self Assessed Tax

Updates to the Self Assessed Tax have been implemented. For those needing it, this will now allow for multiple GL assignment and custom SA tax amounts. Make sure your ERP is configured to accept the additional data.