Viewing vendor invoices

Before you begin

Enter vendor invoices.
(Optional) Create recurring vendor invoices.

To view vendor invoices

From the > Manage menu, click Vendor Payments.

Multi-company only. You must first select a company. You can pay invoices for that company using only that company's bank accounts.

In the Vendor Payments window, click:

Expand to view vendor invoices.
Collapse to view only vendors.
to refresh the view

To limit the invoices that appear, apply a filter.

Note:

Filtering removes the Pay or Write-off status of an invoice that is filtered out of view. Do not use filters if you want to retain the Pay or Write-off status of your vendor invoices.

To select a filter, click (Change View) and choose from the following:

Field	Description
Date Type	Types: Date to Pay: Date to pay the invoice Invoice Date: Date you entered the invoice Accounting Date: Date Ajera uses for client invoices, project reporting, and financial reporting. The check date and write-off date must fall after the accounting date. If you select a date type, do one of the following: Time period: Select a month or year. Date: Click Select Dates and enter the date. Range of dates: Click Select Dates and enter the beginning and ending dates.
Vendor	Vendor name from the vendor list Choosing a specific vendor overrides vendor type.
Vendor Type	Type of vendor from the vendor type list Examples: electrical consultant or employee
Project	Project from the project list When you select this filter, the entire invoice appears, not just the project-related expenses.
Invoice amount due	Minimum amount: Select the Min check box, enter an amount, and leave the Max check box cleared. Maximum amount: Select the Max check box, enter an amount, and leave the Min check box cleared. Amount range: Select the Min and Max check boxes and enter the amounts.

Do one of the following:

Click OK to accept the filtering.
Click Cancel to undo the filtering and restore your vendor invoice statuses.

You can now: