pVault® Help

The Credit Card Importer main screen has two distinct sidebars.

With the Unassigned Transactions, the Credit Card Importer main dialog with associated sidebar similar to the following displays:

 

 

❖ Import Notes sidebar pane information is specific to an import.

Click Save in the toolbar.

This note displays on the Credit Card Import Notes field.

 

❖ Matched Receipt Information sidebar pane is color coded:

•Goldenrod font indicates multiple receipts are matched.

•Red font indicates no receipts matched.

•Black font indicates a single receipt is matched.

 

 

With an active In Progress Invoice, the Credit Card Importer main dialog with associated sidebar similar to the following displays:

 

 

❖ General functionality

• 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 title bar to open it.

• The entire sidebar can be hidden by clicking Hide Sidebar on the side.

• When the Credit Card Importer main screen is reaccessed, pVault® "remembers" which sections were open and which were collapsed.

 

❖ Invoice Information

• In this section, information about the current invoice and the vendor displays.

• Information is reflective of the open invoice and typically includes the vendor address as well as invoice line totals.

 

❖ Invoice Notes

• Notes added to the Import Notes sidebar on the Credit Card Importer main screen (Unassigned Transaction) display on the specific invoice in the Invoice Notes section.

 

❖ Line Notes

•Click Edit Note to display the following dialog:
 

 

•Type the note in the text box and then click OK.

 

❖ Invoice Image

• This sidebar pane is where to add an image for each invoice.

• Click Add Image to locate the actual invoice or to activate a report generator to mock up an invoice based on invoice values.

Note: These are the temporary images stored in the database.

•Images are tied to a particular invoice line.