The find mode will allow users to search by supplier. It will automatically default to the column on which the sort is applied (identifiable by the icon).

The review mode shows a summary of the invoice and PO.

This mode is to add purchase orders to the invoice. For more detail on how to do this please view Invoice Register - Finance - Add Orders

The direct code mode allows the user to select the GL accounts relating to the invoice.

Click on the the icon or press F2 to access the list of available accounts. Enter the amount allocated to each account.

The Good Receipt Mode is to streamline the user to be able to do a Good Receipt to a PO if needed. The user must have access to do a good receipt for this mode to work.

When a purchase order is in status 40 On Order and the goods/services have been physically received, then the user can do a good receipt.

The user will hit the received mode at the top. Tab over till they get to the received column and enter the value they would like to receive. Once they are done with that they will use the mode submit and quit at the top. Once the goods are received the PO status will change to 70 Goods Updated.

The ready to process button allows a user to formally signal to the system that an invoice has been accepted and the details have been satisfactorily verified. 

A warning will appear as shown below. If accepted, the invoice will move to the PSA Air - Invoice Register - Ready for Processing screen. If rejected, the invoice will go back to the PSA Air - Invoice Register - Finance Screen for further reviewal. 

The change department mode allows the user to change the department of the invoice. The user would do this to move it to another department for invoice reviewal. In the Invoice Register - Department Screen the user can only see invoices that are coded to their specific department.

This allows the user to download a version of the PDF directly from the Pronto server. It is not as efficient as downloading through document register, as it uses a binary download, so large invoices could take a considerable amount of time to download.

This mode exist to help with communication between departments and the organization. The user can tell if there have been notes added to the invoice they are looking at and the user will be able to add notes to this invoice if needed. To view more details about notes please check out Validate Invoice “Notes”

The Drill Down Mode offers different options for the user to dig deeper into the record. In the Drill Down Mode the User can look at the supplier, supplier transactions, references, tax, order, order lines, GL Batch, GL Other Side, GL Account, and Project. All of these are drill downs to help give the user more information about the supplier and the invoice. 

The Audit Note mode gives the user the history of the record and what has been done to it. They can follow to see who has made actions towards the record.

Document Register Mode is a document filing system that can hold any files that are associated with the highlighted record. A copy of the invoice will be added to DocReg once the invoice is moved from Invoice Register - Validate to Invoice Register - Finance. The user and drop and drag any files that are relevant to this record to keep all files in one easy and accessible place.