pVault® Help

View

Important: Document Type security applies. If you do not have the permissions to view the invoice elsewhere, you will not be able to view it here.

Click to display a read-only version of the invoice, an associated document--or both--based on what you selected from the When Viewing Items field dropdown.

For details on the When Viewing Items field, click here. This icon becomes active after clicking to select an entry in the Search Results pane.

If the invoice you selected was not entered into pVault®, the following error message displays:

Save To File

1.Click to display the Distribute Options dialog box similar to the following:
 

Note:  Check boxes are selected by default.
 

2.Select/deselect the check boxes as appropriate and then click OK.
 
The Browse For Folder dialog box similar to the following displays:
 

 
This is in preparation for saving the documents associated with the invoices of the selected payment(s) to an external file. This icon becomes active after clicking to select an entry in the Search Results pane.
 
For more details on the save to file functionality within pVault®, click here.

Email

1.Click to display the Distribute Options dialog box similar to the following:
 

Note:  Check boxes are selected by default.
 

2.Select/deselect the check boxes as appropriate and then click OK.
 
The Email Image dialog box similar to the following displays:
 

This is in preparation for the documents associated with the invoices.
 
If the invoices were not entered in the system, no files will be listed and the following dialog box displays:
 

 
For more details on the email functionality within pVault®, click here.

Print

1.Click to display the Distribute Options dialog similar to the following:
 

Note:  Check boxes are selected by default.
 

2.Select/deselect the check boxes as appropriate and click OK.
 
The Print Preview dialog box similar to the following displays:
 

 
This is preparation for sending the documents associated with the invoices to the printer.
 
For more details on the print functionality within pVault®, click here.

Invoice Info

Click to display the Invoice Information dialog box similar to the following:

For more details on the Invoice Info functionality within pVault®, click here.

The following prompt will display if the invoice was not entered into pVault®:

Vendor History

1.Click Vendor History to access the Vendor Invoice History window similar to the following:
 

 
There is a Filter text 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 too.
 
If the entry was not entered in pVault®, the following prompt will display:
 

 

2.Click to highlight a invoice.
 
Lines for the selected invoice display in the bottom pane.
 

3.Click View Documents to look at matching documents.