Supporting Document Dialog Box for Vendor Review

Use the Supporting Document dialog box to display a list of supporting documents for a voucher or voucher line item that you select on the Vendor Review form or the Voucher Details dialog box.

Location

To display the Supporting Document dialog box from Vendor Review, complete the following steps:

1. On the Vendor Review form, select the voucher in the grid.
2. Complete one of the following actions:
   • To select a document for display from a list of all supporting documents for the voucher or disbursement, click in Document in the voucher grid row.
   • To select a document for display from a list of supporting documents for a specific voucher or disbursement line item, click View Detail and then click in Document in the line item row on the Voucher Details dialog box.
   If displays in Document, that voucher or voucher line item has no supporting documents associated with it.

Contents

Contents

Field	Description
Supporting Document grid drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
View	To view a supporting document in .PDF format, select the voucher or voucher line item in the grid, and click this toolbar option. No matter what their original format, Vision converts all uploaded documents to .PDF format.
File Name	This field displays the file name for the supporting document.
Description	This field displays a description of the supporting document.
Print With Invoice	If this check box is selected for a billable expense and the AP Vouchers and Disbursements option is selected under Print Supporting Documents on the Billing Backup tab of the Billing Terms form, the document will print along with the invoice.
Cancel	Click this button to close the dialog box.
Help	Click this button to display a help topic for the dialog box.