The current Processor is identified here in this field.

This is where you can change the Processor.

Click the field dropdown to access the list of available Processors, including All Processors.

Note:  This field is only visible in the Work In Process Document Status.

The current Document Status is identified here.

Click the field dropdown to access the list of available statuses.

•For details on the Work In Process Document Status, click here.

•For details on the Do Not Pay Document Status,

•For details on the Ready for Export Document Status, click here.

•For details on the Exported Document Status, click here.

•For details on the Reset for Edit Document Status, click here.

This is the Invoice Status field.

Click here to read more about the field and the field dropdown options.

Note:  This field only displays when the Work In Process Document Status is selected.

Refresh List

Click the arrow to close the Invoice Manager and return to Invoice Entry.

The Queue (middle) pane displays for the selected Document Status.

To reopen the Invoice Manager page, click the Invoice Manager icon, .

Click this button to approve the active invoice which will bypass routing the invoice for approval.

Click this button to start the route process.

Click this button to open a Document Match page.

The list of Matched Documents displays in the upper left pane. At a minimum, the current invoice is included on the list.

A list of Suggested Matches displays in the lower left pane.

The values entered on the entry page is invoice data. pVault® Cloud takes pieces of the invoice data to become document index data. Document matching is based on index data such as document indexes.

For additional information, click here.

Click this button to open the Vendor Invoice History dialog box.

 
Past invoices for the vendor will display.

Search

There is a Search field where you can start to enter an invoice number to narrow the list.
Not only can you filter on the Invoice # column entries, but you can also filter on the Description column entries.

Column Visibility

You can edit or reset column visibility. Start by right clicking anywhere in the header to display this dialog box:
 

The Edit Columns dialog displays all existing columns.

From here you can select the columns you want to display--or not display. pVault® Cloud will remember which columns you have selected to display and which columns you have chosen not to display.

Note: To reset all columns so they display in Vendor History page, right click anywhere in the header to display the dialog box. Then click Reset Column Visibility.

Copy Lines

Processors can copy coding from lines on previously entered invoices to new lines on current invoices.

Highlight an entry in the Invoice Lines grid and then click .

This is a toggle button, meaning that the label (and underlying functionality) will change depending on what action you are taking and where you are in the system.

You can move an invoice into the Do Not Pay status from Work In Process, Ready for Export or Reset for Edit.
Click . This will systematically place the selected invoice into a Do Not Pay status. The selected invoice will now be visible in the Do Not Pay Document Status page.

Within the Do Not Pay Document Status page, the button label changed to .
If you need to pay an invoice currently listed as Do Not Pay, click . The invoice will move out of the Do Not Pay Document Status page and moves to the Work In Process Document Status page.

For details, click here.

Click this button to display additional information about the invoice and the vendor.

An Invoice Information dialog box similar to the following displays:

Here, you can view information concerning the vendor, the Reviewer(s) and the Processor assigned to the invoice.

The Processor and Reviewer(s) can click here to see who to contact should more information be needed as well as identify who took what action and when.

Note:  If, while in Approve Invoices, you click for a specific line, the Status column will identify the associated reviewer and reflect that the line is On Hold.

You can click in the Search field and enter the first few letters of a vendor to locate it more quickly.

Click this icon to access the Sort By field.

From this dropdown you can select the field from which to sort.

Note:  The listed fields are based on your accounting system.

The list of documents in your Work In Process queue will display by the sort you select from this dropdown.

pVault® Cloud will remember the sort you select.

If you do not select a sort option, the Vendor (ascending) option will systematically be selected. This way you will automatically be sent to the top of the list.

Note:  This is per vault, per user.