Reviewing and Editing Payable Invoice Documents

You can review and modify invoice documents attached to scanned payable documents on the Line Items tab.

To review or edit the attachment details:

  1. From the list view, click the scanned payable document number.
  2. Click Review & Edit to review and edit the document, as the scanned payable document details are displayed along the invoice document attachment received from the vendor.
  3. Click Zoom Out or Zoom In to zoom in or zoom out the invoice document on the Review & Edit window. Click Open in a new tab button to view the invoice document in a new tab.
  4. Click Confirm to save the changes. Click the Save & Continue Later button to save the current changes and continue editing the document.
  5. In the Review & Edit window, to view the Scanned Payable Document field on the top and Line items on the bottom. They can be edited from here also by verifying the values directly from the present invoice.
  6. Collapse the Scanned Payable Document and the Scanned Payable Document Lines. If there is more than one page in the invoice or you want a better viewing experience, you can click the Open in new tab button to open the invoice in a new tab.
  7. Click Add Line or Delete Lines to add lines one by one or delete lines after selecting one or many on the Scanned Payable Document Lines. After selecting the lines for deletion, you can click the Show Selected to view the number of lines selected. You can verify your selection, delete them, or click the Back to Results to go back to the previous page.
  8. Click Vertical View or Horizontal View to view the invoice document attached in the vertical view or horizontal view to the line item details.
  9. In the Scanned Payable Document, the Company field in the header has been made read-only. So, only the administrator can change the Company field.
  10. Click the Confirm button to save the final change to create the scanned payable document. If it fails, it displays an error, which you can review and change.
  11. If you are unable to preview the invoice, an error message is displayed stating that the format is incorrect. You can click the Open in new tab to view the Invoice in a new tab.