Icon

Label

Function

Search

Click to perform the search based on the specified search criteria.

Note:  The search can also be performed by clicking the Search button, , located at the bottom of the Search Criteria pane.

View Invoice

Click to display a read-only version of the invoice in the Invoice Entry screen.

This icon becomes active after clicking to select an entry in the Search Results pane.

Export to CSV

1.Select one, many or all entries listed in the Search Results pane.

2.Click the toolbar icon to display an Export Data to CSV dialog box similar to the following:
 

 

3.In the File Name field, keep the systematically generated file name or click the ellipsis () to open the Save As window to locate a different folder and/or a file name. Note that the system generated file name includes the creation date.

4.In the Delimit Columns With field, use the dropdown to select how the columns are separated. Comma is the default.

5.In the Delimit Text With field, use the dropdown to select how the text is separated. None is the default.

6.Click to select Save Column Headers for column headings to display on the CSV File report.

7.If the report should open immediately after it is created, click to select Open Created File on Completion.

8.If multiple entries display on the Search Results grid, but not all entries should be included in the export, click to select the entries on the Search Results grid that should be included and then click the Export Selected Items Only check box. Otherwise, leave the Export Selected Items Only check box blank so all Search Results entries are included in the export.

9.Click OK to open the saved CSV file in Excel.

Use the Excel file for reporting purposes.

Save To File

Click to display the Browse For Folder dialog box similar to the following:

This is in preparation for saving the selected invoice(s) to an external file.

For more details on the saving to file functionality within Sage Paperless Construction, click here.

Email

Click to display the Email Image dialog box similar to the following:

This is in preparation for the selected invoice(s) to be emailed.

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

Print

Click to display the Print Preview dialog box similar to the following:

This is in preparation for sending the selected invoice(s) to the printer.

For more details on the print functionality within , click here.

DocRoute™

Click to display the Document Route Configuration dialog box similar to the following:

This is preparation of routing the invoice through the DocRoute™ module.

A DocRoute™ license is required for this icon to be visible.

Invoice Info

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

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

Open in APFlow™

Click to open the invoice in the Invoice Entry screen.

Access to the APFlow™ queue where the invoice(s) reside is required. This would be your queue--as user--or a different queue location because you have proxy access.

Note: The invoice can be modified.