Invoice modules

Inbox: Overview

The inbox is a way of choosing which invoices to verify. It is an alternative to using Invoice Verify jobs. The inbox gives both administrators and operators more control over the invoice verification process.

The number of invoices in each folder is listed on the right in parentheses. The columns shown on the right can be adjusted.

Before Invoice Verify operators can take advantage of the inbox feature, you must first create an inbox that organizes the invoices to be verified in a way that is meaningful to your own production system.

• The folders can be directed to users based on roles that you define.

• The invoices can be grouped and filtered according to a variety of criteria such as:

• • Invoice profile (you can select more than one)

  • Invoice status

  • Buyer

  • User-defined variables that you created using the API

  • Queue

• You can also choose columns to display in the invoice list, and even adjust the field order for Invoice Verify.
   

Confusion can occur if Keep batch together is deselected in the Batch specification editor. See Batches: Overview for more information.