Index:
- Are invoice lines supported in AP Pro?
- Is removal of invoice lines supported in AP Pro?
- Can I open an invoice image in a new tab or window?
- What can I see in the Workflow tab of an invoice? Can you see who is the next recipient in the workflow?
- Is the Workflow tab used for row approvals?
- How can I update invoice header fields for multiple invoices at the same time?
- Can "Show only lines with exceptions" be enabled by default in configuration?
- Can I change the display order of the invoice history and comments? It currently displays the latest entry at the bottom.
1. Are invoice lines supported in AP Pro?
Invoices lines support is available in AP Pro (starting with release 20.4). Invoice handling, automatic order matching, and manual order matching can use the invoice line content. Starting with release 20.11, invoice lines also support expressions.
Also, business users (reviewers and approvers) can use invoice lines by enabling Tools for Power Users (available with release 20.11). 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, removing their dependency on Workplace.
Users can enable Tools for Power Users for themselves in User Settings, by selecting "Professional invoice details view."
2. Is removal of invoice lines supported in AP Pro?
Invoices line removal is available in AP Pro (starting with release 20.4).
3. Can I open an invoice image in a new tab or window?
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.
4. What can I see in the Workflow tab of an invoice? Can you see who is the next recipient in the workflow?
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.
In Workplace, this same functionality was known as Task Management.
5. Is the Workflow tab used for row approvals?
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.
6. How can I update invoice header fields for multiple invoices at the same time?
In AP Pro we have many batch actions available. In release 20.9 we introduced a batch action called "Update header data". With this action, you can update one or many invoice header fields for all the invoices you have selected at once time.
7. Can "Show only lines with exceptions" be enabled by default in configuration?
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.
8. Can I change the display order of the invoice history and comments? It currently displays the latest entry at the bottom.
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.
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