Overview
- Invoice Processing Tips
- Statement Processing Tips
- Document Training Tips
- Exception Handling Tips
- Useful Tips
Invoice Processing Tips
| Scenario | Reference Link |
| Understanding Vendors and Business Units | |
| Processing GL Invoice | |
| Process Job Only Invoice | |
| Process PO Invoice with GL | |
| Process PO Invoices with Job | |
| Process Sub Contract Invoice | |
| Process Credit Notes | |
| Process Multiple Invoices in a Batch | |
| Process Invoices with Total Inclusive Lines |
Statement Processing Tips
| Scenario | Reference Link |
| Processing Statement |
Document Training Tips
| Scenario | Reference Link |
| Training Header Fields | Correcting Error & Training |
| Training without Subtotal | |
| Training Line Items | Line Item Extraction |
| Training Freight Lines | |
| Training Line Items on Statement | |
| Training Line item for Pay Applications | Training Line Items - Pay Application |
Exception Handling Tips
| Scenario | Reference Link |
| Duplicate Invoice | How to delete an Invoice |
| Incorrect or Missing Vendor | Looking up or Changing Vendor |
| Consistent Vendor not Found | Alternative Vendor Details when Vendor not found |
| Managing Exception Queue | Managing Exception Queue |
| How to troubleshoot invoices that fail in export to premier | Common Export Error Messages [Premier] |
| How to reject Invoice back to Supplier | Rejecting Invoice back to Supplier |
| How to handle Invoice needing action from Project Manager | Email to Project Manager |
| Handling Unknown Documents | Handling Unknown Documents |
| Splitting and Merging Documents | Splitting and Merging Documents |
| Re-arranging Documents/Pages in a Batch | Re-arranging Documents/Pages in a Batch |
Useful Tips
| Scenario | Reference Link |
| How to Default GL Code by Vendor | Defaulting GL Code and Division |
| How to Default Cost Type and Cost Item by Vendor | Defaulting Job Cost Type and Cost Item |
| How to Import Lines from Purchase Order or Sub Contracts | Using Inherit PO Lines |
| How to show Image Window on another screen | Undocking Image Window in SmartUi Verification |
| How to find the Batch ID | How to get the Batch ID |
| How to default Vendor if Line Item is not required | Defaulting Vendor where Line Items not Required |
| How to copy values of 1 cell to all other rows | Copy Values to All Rows |
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