Setting up an invoice group

In Vendor Invoice Center Entry, you must specify a group to process transactions. Use these instructions to set up a vendor invoice group. If a group similar to the one you want to define already exists, you can copy a group.

  1. Select Vendor > Entry > Invoice Group
  2. To add a group:
    1. Click New.
    2. Specify a group name.
    3. Select One Time or Recurring in the Type field.
    4. Optionally, specify the operator initials in the Operator field to limit use of this group to a specific operator.
    5. Optionally, specify proof debit and credit amounts. These values that you enter the appropriate amounts for the group in Vendor Invoice Center Entry.
    6. Click Save.
  3. To copy an existing group:
    Note: You cannot copy a one-time group.
    1. Select the record to copy.
    2. Click Copy.
    3. Specify the name of the new group in the To Group field.
    4. Click OK.
    5. Update the record, and then click Save.
  4. To delete a group, select the group in the grid, and then click Delete .
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