Icon

Label

Function

Search

Click to perform the search based on the specified search criteria.

Note:  The search can also be performed by clicking the Search button, , located at the bottom of the Search Criteria pane.

View

Click to display a read-only version of the invoice in the Invoice Entry screen, the document, or both, based on what you selected from the When Viewing Items field dropdown. For details on the When Viewing Items field, click here.

This icon becomes active after clicking to select an entry in the Search Results pane.

Important:  Document Type security applies. If you do not have the permissions to view the invoice elsewhere, you will not be able to view the invoice here.

Export to CSV

1.Select one, many or all entries listed in the Search Results pane.

2.Click the toolbar icon to display an Export Data to CSV dialog box similar to the following:
 

 

3.In the File Name field, keep the systematically generated file name or click the ellipsis () to open the Save As window to locate a different folder and/or a file name. Note that the system generated file name includes the creation date.

4.In the Delimit Columns With field, use the dropdown to select how the columns are separated. Comma is the default.

5.In the Delimit Text With field, use the dropdown to select how the text is separated. None is the default.

6.Click to select Save Column Headers for column headings to display on the CSV File report.

7.Click to select Remove Comma Separators From Currency Values to remove the number formatting before exporting. This way, the commas are not read as comma separators in the .CSV file when the file is opened in Excel.

8.If the report should open immediately after it is created, click to select Open Created File on Completion.

9.If multiple entries display on the Search Results grid, but not all entries should be included in the export, click to select the entries on the Search Results grid that should be included and then click the Export Selected Items Only check box. Otherwise, leave the Export Selected Items Only check box blank so all Search Results entries are included in the export.

10.Click OK to open the saved CSV file in Excel.

Use the Excel file for reporting purposes.

This icon becomes active after clicking to select an entry in the Search Results pane.

Save To File

Click to display the Browse For Folder dialog box similar to the following:

This is in preparation for saving the selected invoice(s) to an external file.

This icon becomes active after clicking to select an entry in the Search Results pane.

For more details on the saving to file functionality within pVault®, click here.

Email

Click to display the Email Image dialog box similar to the following:

This is in preparation for the selected invoice(s) to be emailed.

This icon becomes active after clicking to select an entry in the Search Results pane.

For more details on the email functionality within pVault®, click here.

Print

Click to display the Print Preview dialog box similar to the following:

This is in preparation for sending the selected invoice(s) to the printer.

This icon becomes active after clicking to select an entry in the Search Results pane.

For more details on the print functionality within pVault®, click here.

DocRoute™

Click to display the Document Route Configuration dialog box similar to the following:

This is preparation of routing the invoice through the DocRoute™ module.

This icon becomes active after clicking to select an entry in the Search Results pane.

A DocRoute™ license is required for this icon to be visible.

Invoice Info

Click to display the Invoice Information dialog box similar to the following:

This icon becomes active after clicking to select an entry in the Search Results pane.

For more details on the Invoice Info functionality within pVault®, click here.

Open in APFlow™

Click to open the invoice in the Invoice Entry screen.

Access to the APFlow™ queue where the invoice(s) reside is required. This would be your queue--as user--or a different queue location because you have proxy access.

This icon becomes active after clicking to select an entry in the Search Results pane.

Note: The invoice can be modified.