Line Detail

1.Click to display the Line Item Edit dialog similar to the following:
 

 
Descriptions display in the coding section and update when you make coding changes.
The fields displaying here include custom fields created on the desktop in Sage Paperless Construction. For details on creating custom fields, click here.

2.Revise line item fields as necessary.

3.If necessary click the lookup icon, to access an associated list.
A dialog similar to the following displays:
 

 
Editing lines collect the changes you make as you make them. You are required to Save or perform a toolbar action on an invoice. If you leave the page without saving, your changes are systematically be changed
 

4.Once changes are made and the Line Item Detail dialog is closed, the following row is added to the top of the Invoice Details dialog:
 

 
Note: A temporary Save Invoice icon displays in the Invoice Details dialog row of icons (upper right).
 

5.Click the Show Changes icon to view the coding changes.
An Invoice Changes dialog similar to the following displays:
 

 

6.To cancel a single change, if multiple changes display on the Invoice Changes dialog, click the trashcan icon for the associated row.
If all the changes reflected in this Invoice Changes dialog should be canceled, click CANCEL CHANGES.
If all the changes reflected in this Invoice Changes dialog should be saved, click SAVE
 
Note: If you click CLOSE to close the Invoice Changes dialog, the message that Your invoice has 2 coding changes remains as does the temporary Save Invoice icon.
 

Important: User must have the following Additional Option checked to perform this function: Allow Reviewer Edit Invoice

Change Line Type

1.Click to display the Change Line Type dialog similar to the following:
 

 
The current line type displays.

2.Use the dropdown to select a new line type.

3.Click UPDATE to save changes or click CANCEL to leave the dialog without saving changes.

Important: User must have the following Additional Option checked to perform this function: Allow Reviewer Change Line Type

Split Line

1.Click to display the Split Line dialog similar to the following:
 

 

2.Make the necessary changes to split lines appropriately.

3.Click SPLIT to save changes and execute the split or click CANCEL to leave the dialog without saving changes.

Important: User must have this Additional Option checked to perform this function: Allow Reviewer Split Invoice Lines