AP Training Pt. 2 AP Unapproved Entry

AP Unapproved Automatic Invoice Entry

With Automatic Invoicing, you can quickly add invoice headers into Vista without typing them in by hand, which saves time and helps avoid errors.

AP Unapproved Invoicing Entry

Use the AP Unapproved Invoice Entry form to enter invoices that need to go through review and approval before they get posted or paid.

AP Unapproved Invoice Posting 

Use the AP Unapproved Invoice Posting form to post invoices that have already been reviewed and approved.

Attaching a PDF invoice to the record

Drag the document(s) from your desktop or from any folder on your system using Windows Explorer and drop them in the Attachments box or anywhere on the form. No matter where you drop them, they will appear in the Attachments box.

Approving/Rejecting an AP Invoice 

Unapproved invoice functionality provides a workflow process for reviewing and approving invoices prior to processing.

Approving/Rejecting in Vista Web

Process of reviewing Unapproved Invoices and approving them. 

Report: AP Unapproved Invoices

You can use the AP Unapproved Invoices report to see all the invoices that haven’t been approved or posted yet.

AP Unapproved Invoice Status 

Use the AP Unapproved Invoice Status form to check the status of invoices sent to reviewers, and to see any invoice approvals or rejections for a single reviewer or a group.