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pVault® Help

The Unprocessed document queue identifies documents that must be entered into the APFlow™ system for review and approval, or indexed as supplemental invoice documents such as receiving tickets and purchase orders.

Important: In addition to APFlow being licensed, the user must have Processor rights or the APFlow tab are not visible.

 

1.From the ribbon toolbar, click the APFlow tab.

2.Click Invoice Entry.
The APFlow sidebar on the far right of the screen displays with the Unprocessed tab active (located at the bottom of the APFlow sidebar).
 
APFlowsidebarUnprocessedtab-mh
 

3.In the User field, accept the default. This is the Processor who is currently logged in.
Or, to enter invoices for another Processor as a proxy, use the dropdown and choose the Processor name from the list. See Proxy Users Tab.
Any invoice entered into the APFlow system has the "owner" marked as the Processor. This Processor handles the invoice from the point of entry to final approval, and possibly export it to the accounting system.
Note: The Processor can be changed by using the User field dropdown on the Invoice Entry or by using the Change Processor option on Invoice Manager.

4.In the Queue field, use the dropdown to select the queue from which the Processor is entering invoices.
The dropdown lists any user queue to which the Processor has security rights and is in the APFlow Queue Category.
The queue grid displays individual documents that are stored in pVault® but not indexed. Processors can use the queues to process invoices as well as supporting documentation.
In the top pane, each unprocessed document displays with the following columns:

 

UnprocessedTabDefaultsicon-mh

Click this icon to access the Invoice Defaults dialog.
This is where to configure the value as a default value inside the Line Type fields.
The entries in the Field column displaying in blue font and underlined have a pVault Lookup Utility.
For the Use Previous Value column, a starting value is not necessary.
If the Use Previous Value is selected, pVault remembers the last entry for the associated field.
Click Active to use any default values. Note: Active means all default values are active, not just the visible Line Type entries.
Click Clear User Defaults For Line Type to remove any default values for the visible Line Type. Other Line Types are not removed.

Doc ID

This is the internal identification number.

Creation Date

The date created.

Class

This is the document class that was assigned during the batch split process.

Batch

Where it originated if it came from a batch.
Note: Not all documents in this queue come from batches. Some are dragged and dropped, or by users clicking Add To Queue.

 

 

5.Click on a row in the grid to display the document.
Note: This document displays on the pVault desktop to the left of the sidebar.

6.Set which columns display in this grid by right clicking in the column heading area.
Columns can be checked or unchecked columns. Unchecked columns to not display.

The available functions displaying below the Text box depend on the tab selected at the bottom of the APFlow sidebar.

The following functions display when the Unprocessed tab is active:

 

HTML / Text

Notes with unique font size and color display "as created" in the HTML view.
The same note includes unique font size and color in the Text view.

Count

The count label represents the number of entries in the queue.

New Invoice

Click to display the Invoice Entry screen.
This is where the Processor inputs vendor, invoice and coding information.
Document matching and approval routing are also performed there. (Entering Invoices).
Important: If the Advanced Bridge Setting, Enable Multiple Invoice Function, is set to True, New Invoice becomes multi-functional. See Multiple Entry.

Multiple Entry

See Multiple Entry.

Add To Queue

Click to select a file from the local PC or network.
This allows the Processor to add additional documents to their current queue.

Delete From Queue

Click to delete the highlighted document.
This allows the Processor to delete the document from their current queue and from the pVault® system.
Note: Multiple documents may be selected for deletion.

Push to Queue

Click to assign the highlighted document to another processor's queue.
This allows the Processor to assign the highlighted document to another processor’s queue.
Images can be dragged and dropped into this queue.
Important: Unsupported files cannot be added to the Unprocessed queue.

Refresh Queue

Click to refresh the information displaying in the Unprocessed Document queue.

 

 

Version 2024.01.36 1/12/2026
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