Selecting invoices to process

This topic helps you select invoices when you use Invoice Verify job descriptions to control invoice verification. Separate topics apply if you are creating an inbox or setting up a production task.

When you create a new job description or open an existing one, the first step is to select on a basic level which invoices to process.

First look at the Invoice profile box in the General settings. The Invoice profile box specifies the invoice profile included in the current job description.

• To process invoices associated with a specific invoice profile, select that invoice profile.

  If the invoice profile you want is not listed, try one of these things:

• • Close the invoice profile and start again.

  • Create the job description by right-clicking the Job descriptions folder in the opened invoice profile.

• To use all invoice profiles (for sorting), select <SYSTEM>. Exception: This will not work if you are processing batches.

Now, depending on what type of job description you are working on, you can:

• Choose which statuses to verify.

• Narrow down the invoices further using Queues settings or Select settings.