In this guide, we will show you how to process Centrally Paid Invoices within the Finance Module.
Access: The minimum permissions required to process Centrally Paid Invoices are found in the Finance Module of Config>Setup>Roles & Permissions.
Related Guides:
- How to add a Non Order Invoice
- How to Raise an Invoice
- How to Pass an Invoice for Central Payment using Central Authorisation
- How to Complete Central Manual Reconciliation
To begin, go to Module>Finance>Accounts Payable>Invoices & Credit Notes.
Click +New.
Select the appropriate Invoice type. For illustration in this guide we will use Non Order Invoice.
Tick Centrally Paid.
Complete the remaining Invoice Header fields and click Save.
Click Record/Edit Invoice Row.
Complete the required fields and click Save & Next to add further rows or to complete the rows click Save.
Click Save.
Your Invoice is now complete and saved with an Unauthorised status.
Subject to relevant Roles and Permissions, click Authorise or seek the relevant approval.