Reviewer

This field identifies the reviewer of the active invoice.

Status

This field identifies the status of the active invoice.

Approve

1.Click to approve the current invoice.
 
Validation rules are run against the invoice.
All required coding must be filled in and must be valid.
If there is missing of incorrect coding, a Validation Results dialog box will display identifying the error.
 

2.Update the invoice coding as required.

3.Click Approve again.
 
An invoice note is systematically created with the time stamp and invoice lines approved by the Reviewer.
The invoice then moves to the Reviewer's Approved folder.
The invoice will remain there until it is exported by a Processor.

Reset to Pending

By clicking Reset to Pending, a Reviewer can cancel the "approval" of an invoice currently in the Approved folder and move it back to the Pending folder.
 

1.In the Approved list, click to highlight an invoice that needs to be moved back to a Pending status.
 
The following Reset to Pending Reason note text box displays:
 

 
Note:  If this dialog box does not display, it may because a bridge setting, Require Invoice Reset To Pending Notes, is not selected. For details click here.
 

2.Type a reason for resetting the approved invoice back to a Pending status.

3.Click Save.
 
The invoice will move out of the Approved folder and redisplay in the Pending folder.

Reject

1.Click Reject to return the invoice back to the Processor assigned to the invoice.

2.In the Pending list, click to highlight an invoice that needs to be rejected and returned to the Processor.
 
The following Reject Reason note text box displays:
 

 
Note:  If this dialog box does not display, it may be because a bridge setting, Require Invoice Reject Notes, is not selected. For details, click here.
 

3.In the text box, provide information that will help the Processor take the appropriate action with the invoice.

Hold

1.Click Hold to keep the invoice in the Pending folder, but with a Hold status.

2.In the Pending list, click to highlight an invoice that needs to be placed on hold.
 
A required Hold Note text box displays:
 

 
Note:  If this dialog box does not display, it may be because a bridge setting, Require Invoice On Hold Notes, is not selected. For details, click here.
 

3.In the text box, provide information that will help the Processor take the appropriate action with the invoice.
 
Once you click Hold, the line number and associated reviewer in the Invoice Information dialog will display as On Hold in the Status column.

Document Match

1.Click this button to open the Match Documents page.

2.View the invoice and any supporting documentation that the Processor attached to the invoice.
 
Note: To read more about Document Matching, click here.

Vendor History

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

Past invoices for the vendor will display.

Search

This 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. Sage Intacct Paperless 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.

Invoice Info

Click this button to view details about this active invoice.

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

Invoice tab

In this view, the approved invoice displays with the line detail visible.

Document tab

In this view, the approved invoice displays in a Viewer page.

Pop Out Document -

On the Document tab, click the to open a new Viewer page displaying an image associated with the active invoice. You can then manually move that Viewer page to a different monitor. This way you can view the invoice and the associated document simultaneously. With the Viewer page active, as you move from invoice to invoice, the image in the Viewer page automatically refreshes to display the associated image.

Approval Alert

Invoices marked with this flag will display different in Approve Invoices and the APFlow™ sidebar.

A required Approval Alert Note text box displays:
 

 
Note:  If this dialog box does not display, it may be because a bridge setting, Require Invoice Approval Alert Notes, is set not selected. For details, click here.