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The Invoices dialog

To access this dialog:

There are several ways to access this dialog. Here are two of them:

  • Using Manager, select the Invoice profiles object bar, right-click the invoice profile you want to see invoices for and click Invoices.
  • Using Manager, select Administration > Production history. Then right-click anywhere in the Production history dialog and select List invoices.

Use this dialog to:

Note The name of this dialog is hidden if the dialog is docked (as it is by default).
Search options

A separate column is available for each search option. You can hide columns that are not needed to avoid having to scroll back and forth.

ID  Used by Kofax ReadSoft Invoices.
Invoice profile The invoice profile used to identify the invoice.
Corporate group ID The corporate group ID of the supplier, if any.
Supplier number The supplier number, if any.
Location The location of the supplier, if any.
Supplier

If no supplier is defined, the one assigned by Kofax ReadSoft Invoices is shown.

Description The Description, if any.
Definition The ID of the definition that was used to interpret the invoice.
Source The module or application that fed the invoice into the system. Examples.
Type

Either XML (for XML invoices) or Paper (for all non-XML invoices, for example scanned or imported images).

Status  The invoice status.
Auto What is found in this column depends on the following:
  • If all fields were automatically interpreted correctly (that is, they are green), and the invoice has Complete status, Auto completed is indicated in the column for the invoice.
  • If the above is true, and Automatically approve invoices with Complete status is selected in the corresponding invoice definition settings, Auto approved is indicated in the column for the invoice.
  • If neither is true, the column entry for the invoice is empty.
Buyer ID The ID of the invoice's buyer.
Buyer The name of the invoice's buyer.
Created The date and time when the invoice entered the system (uses the time on your computer).
Image file The name of the image file.
Scanned   The date and time when the invoice was scanned (uses the time on the server).
Interpreted The date and time when the invoice was interpreted (uses the time on the server).
Approved The date and time when the invoice was verified (uses the time on the server).
Transferred The date and time when the invoice was transferred (uses the time on the server).
Parked The date and time when the invoice was parked (uses the time on the server).
User remark The date and time when the last user remark (if any) was added (uses the time on the server).

Tips

  • To search for invoices, use the boxes at the top of the dialog.
  • To sort the list according to the contents of a column, click the column header.
  • To display an invoice image, right-click the invoice and select Open.
  • To delete an invoice, right-click it and select Delete.
  • To print an invoice, right-click it and select Print.