<< Click to Display Table of Contents >> You are here: APFlow™ > Approve Invoices > Page Layout > Sidebar |
Information concerning the Invoice Entry sidebar:
•Each section of the sidebar can be collapsed by clicking the blue title bar.
•If the section of the sidebar is collapsed, click the blue bar or the dropdown area to open it.
•The entire sidebar can be hidden by clicking the narrow column with the arrow. Click the narrow column with the arrow to expand the sidebar.
•Sage Intacct will remember if you had the sidebar expanded or collapsed so the next time you access Approve Invoices, the sidebar display will be the same.
Any notes pertinent to the active invoice display here. This includes a note detailing when the invoice was originally indexed.
If you want to add a note that will display whenever this invoice is accessed, click the Add Note icon, .
Enter the new note in the Add Note dialog box:
When you finish entering the new note, click .
Tasks assigned to individuals during the APFlow™ process display here.
The Document Matches section contains any matches associated with the document currently highlighted.
To open the Document Match page, click .
These are notes relevant to specific lines in the current invoice.
In the Line Notes section, click Edit Note. In the Edit Line Note dialog box that displays, type the note in the text box.