What Do the Icons on My Views Stand For?
The icons or flags represent important information or modifications made to an invoice or invoice line. These flags will appear as icons at the beginning of an invoice or invoice line.
Please note that any invoices with the Possible Over Invoice flag will not automatically voucher if auto voucher is turned on for that supplier. The reason for this is to prevent the possibility of a duplicate voucher.
The user can still take the voucher action on the tab, however we recommend to verify invoices with this flag against your ERP system so that you do not unintentionally voucher for more than what was received and/or create a duplicate voucher.
Types of Flags
Possible Over Invoice
Possible Over Invoice Line
- Warning Icon This icon represents an invoice or invoice line where the cost or qty on the invoice is greater than the cost or qty on the PO or receipt or that the invoice was vouchered outside SourceDay.
- Tag Icon This icon represents an invoice that has had a note added to it. You can access these notes in the History of that invoice.
- Clock Icon This icon represents an invoice that has a reminder. You can click on the icon to review the current reminder as well as update or delete the reminder.