APFlow™ Module > Invoice Entry > Overall Screen Layout > Configure User Level Invoice Entry Settings

Important:

There are two levels of Invoice Entry setting modifications based on Administrator or user access.
The user settings build on the Administrator settings; however, not all Administrator settings are visible to users.
Administrator settings are company-wide; user settings are limited to the user who sets them up.
When configuring the Invoice Entry Fields, whether in Admin or User mode, Invoice Entry form changes are being made for the current vault only.

Note: To read about the Administrator level Invoice Entry Settings, click here.

1.From the ribbon toolbar, click APFlow™.

2.Click Invoice Entry, InvoiceEntryicon-mh .

The APFlow™ sidebar displays.

3.On the APFlow™ sidebar, click New Invoice, NewInvoice-mh .

The Invoice Entry screen displays:

InvoiceEntryscreennodata-mh

4.Click the following icon located in the upper right corner of the Enter Invoice screen:

Configureuserlevelinvoiceentrysettings-mh

Note: The hover caption reads Configure user level invoice entry settings.

The following screen displays:

ConfigureInvoiceEntryFieldswindow-mh

5.In the Field Type field, use the dropdown to select the section of the invoice to configure.

Note: The Field Type dropdown will consist of Header, Line Types (based on the accounting system) and Detail Sections.
The Line Types and Detail Section are only applicable to the accounting system that are not header only.

Each labeled field is configurable.

6.Click on a field.

Note: A red border will display around the field to indicate that is the field selected.

7.While on a field in the top pane, refer to the Properties pane to see how the field can be modified.

Note: If a function is not available for a highlighted field, the particular function will not display.

Properties Pane

Field	Function
Is Tab Stop (True/False)	This is where to determine if the cursor should stop at this field when tabbing through the Invoice Entry screen fields. True indicates that the cursor will stop at this field. False indicates this field will be skipped.
Display Description (True/False)	This is where to decide if the field description should display. If it is visible, the italicized text displays below the field. If the highlighted field does not have an applicable description, the Display Description field will not display. True indicates that a description for this field will display. False turns off the display.
Description Expands (Horizontal/Vertical)	This determines the way the field descriptions, if visible, display. Horizontal indicates that the field description will display under the corresponding field and beyond, as necessary. Vertical indicates that the field description will display under the corresponding field but will wrap in a "column" format. This keeps entire fields from shifting to the next line. If the highlighted field does not have an applicable description or if the Display Description indicator is False, the Description Expands field will not display. Note: Administrator can make this display change company-wide on the Manage APFlow™ screen, through Manage Entry Fields.
Input Width	This field determines the length or size of the field. Move the slider forward (to lengthen) or backward (to shorten) the field. Note: If the field is a check box, the Input Width field will not display.
Move Previous	Every field can be moved to change its position to facilitate order entry. With the field highlighted, click Move Previous to move the field backwards through the previous fields.
Move Next	Every field can be moved to change its position to facilitate order entry. With the field highlighted, click Move Next to move the field forwards through the subsequent fields.
Reset Default	The Reset Default field returns all fields to their original default properties only for the Field Type that is displaying. It does not reset the fields in any of the other Field Types that are not currently visible.