The Invoices dialog
To access this dialog:
There are several ways to access this dialog. Here are two of them:
- Using Manager, select the Invoice profiles object bar, right-click the invoice profile you want to see invoices for and click Invoices.
- Using Manager, select Production history dialog and select List invoices. . Then right-click anywhere in the
Use this dialog to:
- List invoices in a batch, invoice profile, or invoice definition. Alternatively, list all invoices.
- Manage the invoices.
- Search for invoices. Here are some examples.
A separate column is available for each search option. You can hide columns that are not needed to avoid having to scroll back and forth.
ID | Used by Kofax ReadSoft Invoices. |
Invoice profile | The invoice profile used to identify the invoice. |
Corporate group ID | The corporate group ID of the supplier, if any. |
Supplier number | The supplier number, if any. |
Location | The location of the supplier, if any. |
Supplier |
If no supplier is defined, the one assigned by Kofax ReadSoft Invoices is shown. |
Description | The Description, if any. |
Definition | The ID of the definition that was used to interpret the invoice. |
Source | The module or application that fed the
invoice into the system. Examples.
|
Type |
Either XML (for XML invoices) or Paper (for all non-XML invoices, for example scanned or imported images). |
Status | The invoice status. |
Auto | What is found in this column depends on the
following:
|
Buyer ID | The ID of the invoice's buyer. |
Buyer | The name of the invoice's buyer. |
Created | The date and time when the invoice entered the system (uses the time on your computer). |
Image file | The name of the image file. |
Scanned | The date and time when the invoice was scanned (uses the time on the server). |
Interpreted | The date and time when the invoice was interpreted (uses the time on the server). |
Approved | The date and time when the invoice was verified (uses the time on the server). |
Transferred | The date and time when the invoice was transferred (uses the time on the server). |
Parked | The date and time when the invoice was parked (uses the time on the server). |
User remark | The date and time when the last user remark (if any) was added (uses the time on the server). |
Tips
- To search for invoices, use the boxes at the top of the dialog.
- To sort the list according to the contents of a column, click the column header.
- To display an invoice image, right-click the invoice and select Open.
- To delete an invoice, right-click it and select Delete.
- To print an invoice, right-click it and select Print.