Managing invoice receipt packet information

You can use the Invoice Received screen to work with the receipt packets received when an expense report is in an activity queue.

This option can be configured to hide the error messages and dialogs of the expense reports that are not found but are previously marked as received. The application generates a notification (sound alert) , if your application is configured to hide these messages. This functionality is designed to speed up the data entry process.

To work with the invoice receipt packet information:

  1. Select Manage > Work Item > Invoice Received.
  2. Specify a tracking number.
  3. Click Locate to retrieve the document information for the tracking number.
    Note:  You can also click Enter.
  4. Specify a date in the Date Packet Received field and click Received to indicate that invoices are received for this expense report.
  5. Click Undo Received to clear the Date Receipts Received field and continue specifying the invoice packet information for other expense reports.
    Note:  The Undo Received option is available, only if the receipts of the expense report are already marked as received.