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Manage invoices received from subcontractors, consultants, and vendors. Supports invoice creation, review, approval, and processing as part of the accounts payable workflow.

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Create an Invoice: Manual Entry

1

Navigate to Invoice

A AP I Nav
2

Select a tab

A AP I Tab
3

Select Add Invoice

A AP I Add
4

Select Manual Entry

A AP I Manual
5

Fill in the required information

A AP I Manual C
Select Submit to complete or Save as Draft to save the record without submitting. 

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Create an Invoice: AI Scan

1

Select a tab

A AP I Tab
2

Select Add Invoice

A AP I Add
3

Select AI Scan

A AP I Scan
4

Upload an invoice

A AP I Upload
Only PDF files are supported for OCR scanning. If required information cannot be matched to existing system records, the message “Data could not be extracted” is displayed.
Select Scan to complete or Cancel to exit without saving changes. 
5

Select Scan Status to monitor progress

A AP I Scan Status
If OCR scanning fails, select Retry to scan the file again or use Manual Entry to enter the invoice information manually.
6

Select the file to open the Add Invoice page

A AP I Scan File
7

Review the scanned information

A AP I Scan C
Select Submit to complete or Save as Draft to save the record without submitting. 

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Modify an Invoice

1

Select an action

A AP I Modify
  • Edit: Update invoice details before it is finalized or processed in the billing workflow.
  • Delete: Permanently remove a draft invoice that has not been submitted for processing.
  • Cancel: Cancel a submitted invoice and remove it from the billing workflow while preserving its record for audit purposes.
2

Confirm the action

  • Edit: Fill in the required information. Select Submit to complete, Save as Draft to save the record without submitting, or Cancel to exit without saving changes. 
  • Delete: Select Delete to complete or Cancel to exit without saving changes. 
  • Cancel: Select Confirm to complete or Cancel to exit without saving changes. 

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Assign an Invoice

1

Select an invoice checkbox

A AP I Check
2

Select Assign

A AP I Assign
3

Assign a user

A AP I Assign C
Select Assign to confirm or Cancel to exit without saving changes. 

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Review an Invoice

1

Select a submitted invoice

A AP I Select R
2

Review and process the record

A AP I Review
  • Reject: The status changes to Rejected and the cash receipt is not posted to the General Ledger.
  • Post: The status changes to Posted and the cash receipt is recorded in the General Ledger.