Adding Optional Vendor Invoice List Columns in Vendor Invoice Approvals
To add optional columns to the vendor invoice list
- Click
.
The optional columns window opens.
- Select columns from the list of available columns.
| Required Column(s) | Description |
| Select | Use this check box to select vendor invoices |
| Actions |
Use the Actions column to open vendor invoices in ClickOnce, view and add attachments, view approval history, and add approval notes |
| Invoice Approval Required | This column indicates if the invoice needs either project manager or finance approval |
| Invoice Approved | This column indicates if the invoice has been fully approved |
| Optional Columns | Description |
| General Information | |
| Finance Approval Required | This column indicates if finance approval is required |
| Finance Approved | This column indicates if the invoice has been approved by the finance approver |
| Finance Approver | The name of the finance approver on the vendor invoice (if any) |
| Finance Rejected | This column indicates if the invoice has been rejected by the finance approver |
| Has Attachments | This column indicates if the invoice has attachments |
| Invoice Description | The description entered on the vendor invoice |
| Invoice Number | The ID of the vendor invoice |
| Invoice Status | The status of the invoice |
| Invoice Type |
The type of vendor invoice Examples: Credit Card, Expense Report, Payroll Service, Refund, Regular |
| Is Billed | Indicates if the amount on the vendor invoice has been billed to the client |
| Is On Hold | Indicates if the vendor invoice status is On Hold |
| Notes | Any notes entered for the vendor invoice |
| PM Approval Required | Indicates if the vendor invoice requires project manager approval |
| PM Approved | Indicates if the vendor invoice has been approved by all the project managers |
| PM Rejected | Indicates if the vendor invoice has been rejected by any of the project managers |
| Receives 1099? | Indicates whether the vendor associated with the invoice receives a 1099 form |
| Vendor Company Name | The name of the company associated with the vendor |
| Vendor Status | The status of the vendor associated with the vendor invoice |
| Vendor Type |
The vendor type associated with the vendor invoice Examples: Communications, Electrical Consultant, Government |
| Vendor | The name of the vendor associated with the invoice |
| W9 Form Received | Indicates whether the vendor associated with the invoice completed a W9 form |
| Dates | |
| Accounting Date | The date Ajera uses to determine the period for which the vendor invoice appears on financial statements |
| Finance Approved Date | The date the finance approver approved the vendor invoice |
| Finance Rejected Date | The date the finance approver rejected the vendor invoice |
| Invoice Date to Pay | The date Ajera uses to determine if your payment of the vendor invoice is past due |
| Invoice Date |
The date of the vendor invoice |
| Last Payment Date | The date a last payment was made for the invoice |
| PM Approved Date | The date the project manager approved the vendor invoice (last project manager approval date) |
| PM Rejected Date | The date the project manager rejected the vendor invoice |
| Dollars | |
| Amount Paid | The amount of the invoice already paid to the vendor |
| Amount To Pay | The amount of the invoice to be paid to the vendor as entered in Manage Vendor Payments |
| Balance as of Invoice Date | The amount remaining to be paid to the vendor as of the invoice date. |
| Invoice Amount | The total amount of the vendor invoice |
- Click OK.
The new columns appear in the table. You may need to scroll to the right to view the new columns.
