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pVault® Help

eInvoiceInvoiceLineItems-mh

 

Each row includes a series of icons:

 

eInvoiceLineDetailicon-mh

Edit Line Detail

1.Click to display the Line Item Edit dialog similar to the following:
 
eInvoiceLineItemEditwindow-mh
 
Descriptions display in the coding section and update when you make coding changes.
The fields that display here include custom fields that are created on the desktop in pVault®. For details on creating custom fields, click here.

2.Revise line item fields as necessary.

3.If necessary, click the lookup icon to access an associated list.
A dialog similar to the following displays:
 
eInvoiceLineItemEditlookupwindow-mh
 
Editing lines collect the changes you make as you make them. You are required to UPDATE or you may perform a toolbar action on an invoice. If you leave the page without saving, your changes are systematically changed.

4.Once changes are made and the Line Item Detail dialog is closed, the following row is added to the top of the Invoice Details page:
 
eInvoiceLineItemcodingchangesmade-mh
 
Note: A temporary Save Invoice icon displays in the Invoice Details page row of icons (upper right) and PENDING displays next to the Invoice number in the header.

5.Click the Show Changes icon to view the coding changes.
An Invoice Changes dialog similar to the following displays:
 
eInvoiceLineItemInvoiceChangesdialog-mh
 

6.To cancel a single change, if multiple changes display on the Invoice Changes dialog, click the eInvoiceLineItemInvoiceChangesdialogtrashicon-mh icon for the associated row.
If all the changes reflected in this Invoice Changes dialog should not be made, click CANCEL CHANGES. Click CLOSE to close the now blank dialog.
If all the changes reflected in this Invoice Changes dialog should be saved, click SAVE.
Note: If you click CLOSE to close the Invoice Changes dialog, the message that Your invoice has 1 coding changes remains as does the temporary Save Invoice icon.
 

Important: User must have the Allow Reviewer Edit Invoice Additional Option checked to perform this function.

eInvoiceChangeLineTypeicon-mh

Change Line Type

1.Click to display the Change Line Type dialog similar to the following:
 
eInvoiceChangeLineTypewindow-mh
 
The current line type displays.

2.Use the dropdown to select a new line type.
 
eInvoiceChangeLineTypewindowwithdropdown-mh
 

3.Click UPDATE to save changes or click CANCEL to leave the dialog without saving changes.

Important: User must have the Allow Reviewer Change Line Type Additional Option checked to perform this function.

eInvoiceSplitLineicon-mh

Split Line

1.Click to display the Split Line page similar to the following:
 
eInvoiceSplitLinewindow-mh
 

2.Make the necessary changes to split lines appropriately.

3.Click SPLIT to save changes and execute the split or click CANCEL to leave the dialog without saving changes.

Important: User must have the following Additional Option checked to perform this function: Allow Reviewer Split Invoice Lines

 

To approve the invoice line items, click the Approve icon located in the top right of the page.

To reject the invoice line items, click the Reject icon located in the top right of the page.

Depending on the accounting system, if the Require Invoice Reject Notes Advanced Bridge setting is set to True (this is the default setting), a Reject Invoice Note dialog displays and a note is required before the invoice can be rejected.

 

eInvoiceRejectInvoiceNotedialog-mh

 

 

Custom Fields

 

When you add a custom field to an invoice header or invoice line, it displays on the portal.

 

eInvoiceCustomFields-mh

 

 

Version 2024.01.36 1/12/2026
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