APFlow™ Module > Invoice Entry > Overall Screen Layout > APFlow™ Sidebar Overview

The Unprocessed document queue identifies documents that must be entered into the APFlow™ system for review and approval, or indexed as supplemental invoice documents such as receiving tickets and purchase orders.

Important: In addition to APFlow™ being licensed, the user must have Processor rights or the APFlow™ tab will not be visible.

1.From the ribbon toolbar, click the APFlow™ tab.

2.Click Invoice Entry, InvoiceEntryicon-mh .

The APFlow™ sidebar on the far right of the screen displays with the Unprocessed tab active (located at the bottom of the APFlow™ sidebar).

APFlowSidebar-mh

3.In the User field, accept the default. This is the Processor who is currently logged in.
Or, to enter invoices for another Processor as a proxy, use the dropdown and choose the Processor name from the list. Refer to Proxy Users Tab.

Any invoice entered into the APFlow™ system will have the "owner" marked as the Processor. This Processor will handle the invoice from the point of entry to final approval, and possibly export it to the accounting system.

Note: The Processor can be changed by using the User field dropdown on the Invoice Entry or by using the Change Processor option on Invoice Manager.

4.In the Queue field, use the dropdown to select the queue from which the Processor is entering invoices.

The dropdown will list any user queue to which the Processor has security rights and is in the APFlow™ Queue Category.

The queue grid displays individual documents that are stored in Sage Paperless Construction but not indexed. Processors can use the queues to process invoices as well as supporting documentation.

In the top pane, each unprocessed document displays with the following columns:

	Click this icon to access the Invoice Defaults dialog box. This is where to configure the value as a default value inside the Line Type fields. The entries in the Field column displaying in blue font and underlined have a Lookup Utility. For the Use Previous Value column, a starting value is not necessary. If the Use Previous Value is selected, Sage Paperless Construction remembers the last entry for the associated field. Click Active to use any default values. Note: Active means all default values are active, not just the visible Line Type entries. Click Clear User Defaults For Line Type to remove any default values for the visible Line Type. Other Line Types will not be removed.
Doc ID	This is the internal identification number.
Creation Date	The date created.
Class	This is the document class that was assigned during the batch split process.
Batch	Where it originated if it came from a batch. Note: Not all documents in this queue come from batches. Some are dragged and dropped, or by users clicking Add To Queue.

1.Click on a row in the grid to display the document.

Note: This document will display on the Sage Paperless Construction desktop to the left of the sidebar.

2.Set which columns display in this grid by right clicking in the column heading area.

Columns can be checked or unchecked columns. Unchecked columns to not display.

The available functions displaying below the Text box depend on the tab selected at the bottom of the APFlow™ sidebar.

The following functions display when the Unprocessed tab is active:

HTML / Text	Notes with unique font size and color will display "as created" in the HTML view. The same note will include unique font size and color in the Text view.
Count	The count label represents the number of entries in the queue.
New Invoice	Click to display the Invoice Entry screen. This is where the Processor will input vendor, invoice and coding information. Document matching and approval routing are also performed there. (Entering Invoices). Important: If the Advanced Bridge Setting, Enable Multiple Invoice Function, is set to True, New Invoice becomes multi-functional. Refer to Multiple Entry.
Multiple Entry	Refer to Multiple Entry. Use this if there is a single image with multiple invoices. Important: The Enable Multiple Invoice Function advanced bridge setting must be set to True for this function to be enabled.
Add To Queue	Click to select a file from the local PC or network. This allows the Processor to add additional documents to their current queue.
Delete From Queue	Click to delete the highlighted document. This allows the Processor to delete the document from their current queue and from the Sage Paperless Construction system. Note: Multiple documents may be selected for deletion.
Push to Queue	Click to assign the highlighted document to another processor's queue. This allows the Processor to assign the highlighted document to another processor’s queue. Images can be dragged and dropped into this queue. Important: Unsupported files cannot be added to the Unprocessed queue.
Refresh Queue	Click to refresh the information displaying in the Unprocessed Document queue.

Unprocessed Tab

Unprocessed Tab