How to Search
for Invoices or Payments by Purchase Order
Number:
A.
Go to “All purchase orders”
and find the purchase order you want to look at.
B.
At top ribbon,
click on “Invoice”, then click on “Invoice” under “Journals” section
C.
This will show all invoices
that were processed
against this purchase
order (“linked”):
D.
You can search
by Date, Invoice
#, Invoice amount
etc.
a. The fourth
column labeled “Voucher”:
i.
All of the vouchers shown here will start with “APINV” because
all of the invoices were processed through the purchase order (linked). If an
invoice was processed separate of the purchase
order for some reason,
it would not show here. It would only show by looking
at the “Vendor Transactions”
(see instructions at bottom).
E.
When you find the invoice/voucher that you want more information on, select the circle to the left of the
“Purchase order” column and then you have a couple ways to see
information:
a.
Click on “Lines” in the top ribbon to quickly
see what line(s),
quantity and dollar
amount this invoice
is paying:
i.
Click on “Overview” to take you back to the list of invoices
b.
Click
on
“Transactions”
in
the
ribbon
below
“Overview/Lines/Remittance”:
c.
Which
will
take
you
to this
screen:
i.
In the ribbon just above “Voucher”, you can click on the following tabs:
1.
“Payment” tab: will show the Due date, Payment reference
(Check #) and Method of Payment (CHECK or ACH_CCD):
*Please note, if the invoice is “not due to be paid yet”, the payment
fields would be
blank.
2.
“
Settlement”
tab:
look
at
the
“Last
settlement”
field
to
show
the
actual
payment
date:
3.
“
Remittance”
tab:
to
see
the
remittance
address
that
is
attached
to
the
vendor: