Find Invoice
The Find Invoice page allows you to locate vendor invoices that you entered on purchase orders or work orders.
- Find AP Invoice page - for systems using standard corporate accounting
- Find Invoice page - for systems using NPFA (Non-Profit Fund Accounting
To find vendor invoices:
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Access the Purchasing module by clicking the Purchasing link at the top of the page.
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Select the Find AP Invoice tab.
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Enter any of the following criteria to define the set of invoices you want to find. If you specify an AP Invoice # or AP Batch ID, all other criteria are ignored.
- AP Invoice # – Specify a value to find all purchase orders and work orders associated with a specific invoice number.
- AP Batch ID – Specify a value to located invoices that were included in a particular batch export. Batch exports are created by running one of the AP Export reports.
- AP Due Date – Specify two date values to locate invoices that were due during a particular date range. The system defaults to a date range of the last seven days.
- AP Invoice Status - Select a value to find all purchase orders and work orders that have invoices in a particular status.
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Click FIND.
The results that match the criteria specified appear. There is one record displayed for each per purchase order or work order associated with an invoice that matches the specified criteria.
Clicking the PO# link opens the Purchase Order Details page. Clicking the Request ID link opens the Work Order Financial page.
To find vendor invoices:
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Access the Purchasing module by clicking the Purchasing link at the top of the page.
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Select the Find Invoice tab.
You must have the appropriate security rights to access the Find Invoice tab.
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Enter any of the following criteria to define the set of invoices you want to find:
- Invoice # – Specify a value to find all purchase orders and work orders associated with a specific invoice number.
- Due Date – Specify two date values to locate invoices that were due during a particular date range. The system defaults to a date range of the last seven days.
If you specify an Invoice #, the Due Date is ignored.
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Click FIND.
The results that match the criteria specified appear. There is one record displayed for each per purchase order or work order associated with an invoice that matches the specified criteria.
Clicking the PO# link opens the Purchase Order Details page. Clicking the Request ID link opens the Work Order Financial page.
Find AP Invoice