Invoices lines support is available in AP Pro. Invoice handling, automatic order matching, and manual order matching can use the invoice line content. Invoice lines also support expressions.
Also, business users (reviewers and approvers) can use invoice lines by enabling Tools for Power Users. These tools bring a desktop-like user experience for business users who have many complicated tasks to perform. This is done by enabling our powerful invoice detail pages for these users. This feature also includes manual order matching for business users.
Users can enable Tools for Power Users for themselves in User settings, by selecting Professional view.
Invoices line removal is available in AP Pro.
Yes, in AP Pro you can open the invoice in a new tab. You can then arrange your workspace as you like and see all the information you need about the invoice while you are processing it. The invoice image window will automatically update when you select the next invoice to work on.
The Workflow tab in the invoice shows the tasks that have been performed and the tasks to be performed next on the invoice. You can also edit the pending tasks from this tab.
The Workflow tab contains all approvals for the invoice document. However, you can't maintain row approval tasks from this panel. Instead, you can edit row approval tasks by opening the invoice and editing the invoice coding rows.
In AP Pro we have many batch actions available. With the batch action called Update header data, you can update one or many invoice header fields for all the invoices you have selected at a time.
Updating coding and row recipients is easy and fast with the Update coding action. The action can be performed on several coding rows on a single invoice or many invoices at once.
On a single invoice, there are two options for initiating the action: Update coding in the main menu applies the changes to all coding rows.
The second option is by first highlighting the rows which need updating and then selecting Update selected rows from the coding menu.
In AP Pro, we added support to reduce the number of lines available in the user interface based on matching validation errors. This is a user-specific setting, and it is saved in your configuration after you toggle it to on. Once you set your preference with the toggle, it is available for all documents.
In AP Pro we changed the order of entries in the History section of the invoice. We display the latest entries at the bottom of the panel and we navigate the user automatically to this part of the history. So, you always have the latest entry directly in view and you can scroll upwards to see earlier entries. The order of entries cannot be changed.
Other Useful Links:
WANT TO LEARN MORE ABOUT AP PRO? CONTACT OUR SUPPORT TEAM.