**Changes Coming Soon**
*Changes are coming. Keep reading for a sneak peek of Invoice Automation updates at the end of this article.
What Are We Trying to Accomplish?
The Edit action allows users to add additional charges that may not be present on the invoice or need to be added after the item has been received. The options found in the Edit screen are based on your GL codes that have been entered in your Invoice Automation settings. Additionally you can to manually edit the Unit Price and Quantity on an order line if a mismatch occurs. This allows you to manually fix a mismatched invoice without requiring a new invoice or correction. This should only be used if you need to correct a rounding error or conversion issue.
- Available for: Awaiting Receipt, Matched and Mismatched tabs
How Do I Do It?
1. From the appropriate tabs select the invoice by clicking on the open box. This will open an Action Menu. You can also select multiple invoices to perform this action in bulk! Note you can select ALL the invoices in the tab by clicking on the open box in the header line.
2. Depending on the tab the Action Menu will look differently, select Edit.
3. In the Edit window there are navigational features designed to help you move between invoices (left side) and the ability to collapse or expand invoice summary using the arrows next to the invoice number or the Collapse All/Expand All button on the top right.
To add additional charges to the invoice based on your GL Codes add those in the corresponding boxes under the Invoice Number (top area).
To Edit the Quantity or Unit Price on the invoice lines simply update the text boxes under Qty (Invoice) & Unit Price (Invoice).
Coming soon! Accountants can now view and edit the GL code associated with the Invoice Summary Charge!
You can now view and modify the GL code through the Edit and Advanced Edit (coming soon!) action.
- Available for: Awaiting Receipt, Matched and Mismatched tabs
Simply check the invoice line and click the 'Edit' action.
In the Edit window, users will see the costs, corresponding GL code, and drop-down to select the new GL code.
Make your desired changes and click 'Save' at the bottom of the window.
Need to Edit the Invoice Number or Date? Want to change the associated PO Line? Check out the Advanced Edit Action coming soon.
Keep Learning
Understanding the Needs Review Tab
Understanding Awaiting Receipt Tab