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Validate Invoices "Notes"

Learn tips and processes on how to ensure accuracy when validating invoices.

Written by Jarrad Sonnenberg

Updated at August 9th, 2023

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The X Air AP Notes is a very powerful mode that can help with communication throughout the organization. This mode is used to add relevant information about a specific invoice to help others in your organization understand the full picture.

The user will be able to tell if there are notes added to a specific entry by looking at the Notes Column and seeing if there is a light blue box that says Notes or not. If there is a light blue box that means someone has added notes. If the field is blank that means no notes exist for this invoice.

The user can use the mode X Air AP Notes to add notes. If there are no notes on the selected invoice the entry screen will automatically pop up. The user then can type in any notes that might be helpful with this invoice. Once they are done they will hit Save and the notes will be saved to that file. The user can go back to X Air AP Notes to update their notes if needed.

Once notes are added other users can view these notes by clicking X Air Ap Notes. Only the orginator of the note can edit the note, other users can just view and add their own.

If they want to add Notes they can either choose the Add Notes to the Invoice Notes secretion or choose Add Notes when they click on X Air AP Notes.

Once notes are added they will all show up. The notes that are highlighted in Yellow are the ones that you created and can edit.

These notes follow this invoice all they way through PSA Air so that communication can be streamlined.

verify notes invoice validation

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