Invoice Allocation Procedures
This section describes the steps you need to follow to work with vendor invoice allocations.
- Related Topics:
- Add Allocation Lines
- Allocate/Reallocate a Vendor Invoice
You can allocate invoices, or reallocate invoices that were initially registered or posted to a suspense account, to an account or job. - Attach Additional Documents to a Vendor Invoice
Apart from attaching an invoice scan to the record, you can also attach multiple documents related to it for reference. - View Documents on a Vendor Invoice
Use the Document tab to upload, view, or delete documents attached to the invoice. - Remove Attached Documents
You can remove documents attached to a vendor invoice. - Submit a Vendor Invoice Allocation
Once you have finalized all details regarding the allocation, you can submit the invoice for approval. - Approve a Vendor Invoice Allocation
Use these steps to review and approve vendor invoice allocation submitted for your approval. If the submitted invoice contains documents, you can view them before approving or rejecting it. You can also approve (and reject) vendor invoice allocation in the Approval Center workspace. - Start a Conversation
You can use the conversations functionality to correspond about a specific record or transaction with other employees in your company. - Reply to a Conversation
Use the speech bubble icon in the top right corner of the menu to quickly view and respond to conversations. - Show Posted Invoice Allocation
Posted invoice allocation only displays for allocation lines that partially allocated a vendor invoice and have been posted. - Edit Posted Invoice Allocation
Posted invoice allocation only displays for allocation lines that partially allocated a vendor invoice and have been posted. - Show Reversed Invoice Allocation
Reversed invoice allocation works for reversed lines created due to changing an allocation line after reopening the vendor invoice or changing an allocation line that partially allocated an invoice.
Parent Topic: Invoice Allocation