Vendors - Invoice Management

If using Invoice Entry to enter the details about Purchase Orders before paying the vendor invoice, this tool may be used to acknowledge and invoice. As part of a checks and balances system this would allow multiple people to enter invoice, while others acknowledge the invoice as it is being paid. It is also a record within FieldStack, that the order is completed, verified, and that the invoice has been paid.

Locating an invoice (that was previously entered in the Invoice Entry screen) is quick and easy when using the Invoice Management tool. To navigate to the "Invoice Management" tool, open the Inventory tab. Expand the Vendors menu and select Invoice Management.

The "Invoice Management" window contains two sections: the Invoice Management Queue and the Invoice Listing. The Invoice Management Queue contains a list of all the invoices still awaiting acknowledgement. The Invoice Listing contains a by-item listing of the selected invoice. 

You are able to search for a specific invoice by date, vendor, and acknowledgement/review requested status. To search by invoice date simply click the drop down forms and select the date range you desire. To locate an invoice that has been acknowledged from the queue already, simply check "Acknowledged?" within the search area. When the invoice was entered, if the person entering it checked the "Needs Review?" checkbox, those invoices can also be searched using the "Review Requested?" check box on this form. This allows for one or multiple users to enter invoices and another user or team to review and acknowledge those invoices before payment.

Once you have reviewed an invoice and wish to remove it from your acknowledgement queue, simply press the Acknowledge button located on the bottom of the form.

This will remove it from the Acknowledgement and Review queue. The details can be accessed later by using the Acknowledged? search.