The Exported document queue is where users with Supervisor permissions can view previously exported invoices and their associated documents in an archival, read-only setting.
Important: If you do not have Supervisor permissions in APFlow™, this dropdown option will not display.
Remembering Your Document Status / Invoice Status
The system will remember where you were when last you accessed a particular queue status. The next time you access Invoice Entry, you will systematically be taken directly to that particular queue status.
This is by user and by vault. Whether you navigated to a different area of Sage Intacct Paperless or logged totally out, the system should remember exactly where you were.
Logging In
1.From My Paperless, click APFlow™.
2.From the APFlow™ navigation bar, click Invoice Entry.
3.In the Document Status field, use the dropdown to select Exported.
4.View the exported invoice. The invoice is read-only.
Click the DOCUMENT tab to view the invoice document.
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Show filter/sort |
Click this icon to access the Sort By field.
From this dropdown you can select Document ID, Entry Date, Invoice Date, Invoice Total, Vendor Name or Vendor Number. The list of documents in your Exported queue will display by the sort you select from this dropdown.
Sage Intacct Paperless will remember the sort you select. If you do not select a sort option, the Invoice Entry Date (ascending) option will systematically be selected. This way you will automatically be sent to the end of the list.
Note: This is per vault, per user. |
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Reset for Edit |
Click to reset the highlighted previously Exported document to Reset for Edit. This allows a Supervisor to make changes to the previously exported document. |
