pVault® Help

In Sage

 

1.Log in to Sage Accounts Payable.
 
The Accounts Payable screen similar to the following displays:
 

 

2.From the ribbon toolbar, click File.

3.From the dropdown menu, click Company Settings.

4.From the dropdown menu, click AP Settings.
 
The AP Settings window similar to the following displays:
 

 

5.Click Invoice Settings.
 
The AP Settings - Invoice Settings window similar to the following displays:
 

 

6.Click Additional Settings.
 
The AP Settings - Additional Settings dialog box similar to the following displays:
 

 

7.Click to select Use invoice code 1.
If applicable, click to select Use invoice code 2.

8.Click OK.

9.Click OK to close the AP Settings - Invoice Settings window.

10. Click OK to close the AP Settings window.

11. Click the X to close out of Sage Accounts Payable.

 

 

In pVault®

 

1.In the ribbon toolbar, click APFlow™.

2.Click Manage APFlow™, .
 
The Manage APFlow screen similar to the following displays with the General tab active:
 

 

3.Click the Advanced tab.
 
The window similar to the following displays:
 

 

4.Scroll through the Advanced Bridge settings to locate Invoice Code 1 Field Name and Invoice Code 2 Field Name (if applicable).
 

 

5.In the Value column, enter a label to associate with the Invoice Code field.

6.Click OK.

 

The Invoice Code 1 and Invoice Code 2 (if appropriate) fields will display in the invoice header similar to the following:

 

 

Values entered in the associated Invoice Code 1 and Invoice Code 2 (if appropriate) fields will export to Sage 300 Accounts Payable when the invoice is exported.