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pVault® Help

View documents and/or invoices with or without opening an invoice while in Invoice Search.

 

InvoiceSearchSaveSearchscreen-mh

 

1.Perform your search. For details, click here.

2.With the search results displaying in the center pane, highlight the result(s). In the When Viewing Items dropdown, select from the following:
 
InvoiceSearchViewItems-mh
 

3.Once you make your selection, click the View icon, InvoiceSearchViewicon-mh.
 
If you select Open Document, the actual document displays in whatever window you last had open in the viewer. The Invoice Search screen is visible in the background.
 
InvoiceSearchscreenResultswithOpenDocumentImagetab-mh
 
If you select Open Invoice, the Invoice Entry screen displays with fields populated. The Invoice Search screen is visible in the background.
 
InvoiceSearchscreenResultswithOpenInvoiceInvoiceEntryscreen-mh
 
If you select Open Invoice And Document, both the document displays in an Image tab window as well as the Invoice Entry screen.
 
InvoiceSearchscreenResultswithOpenDocumentandInvoicescreens-mh
 
Note:  The order of the screen display depends on what was visible most recently.

 

 

Version 2024.01.36 1/30/2025
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