Invoice Allocation Lines Tab
This section describes the fields and actions on the Allocation Lines tab of the Approval Center workspace. If you have no pending items for approval (whether as an approver, substitute approver, or super approver) and no rejected lines for a tab, Maconomy hides the tab.
Tab Fields
Field | Description |
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View Details | Click this icon to view more information about the approval item specified on the line.
The wizard that displays also lets you approve/reject the approval item. |
Vendor | This field displays the name of the vendor who provided the item/activity. |
Invoice No. | This field displays the invoice number. |
Job No. | This field displays the number of the job to which the cost is allocated. |
Job Name | This field displays the name of the job to which the cost is allocated. |
Task | If the cost is allocated to a specific task listed under the job, this field displays the name of that task. |
Entry Description | This field displays the brief description entered during registration. |
Quantity | This field displays the allocated number of units of the item/activity. |
Amount Excl. Tax | This field displays the currency and price (less tax/any discounts) of the allocated item/activity. |
Status | This field displays the line's current approval status. |
Approve | Click this action to approve the line. |
Reject | Click this action to reject the line. |
Undo | Click this action to undo approval/rejection of the line. |
View Invoice | If a copy of the invoice document is attached to the vendor invoice, click the link in this field to download the file to your computer/device. |
Tab Actions
Button | Description |
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Approve all | Click this action to approve all the lines pending approval that are listed in the tab. |
Click this icon to export the rows from the current table to a spreadsheet.
Maconomy exports the table, and immediately downloads the resulting spreadsheet to your local drive. |
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Click this icon to display the filter row on the current table. You can then enter criteria in any of the filter row fields to display only select table rows. | |
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Click this icon to maximize the table view.
Click this icon to restore the default display size of the table. |
Click this icon to open the Customize Columns window. |
Parent Topic: Approval Center Fields