Atrieve Finance

Finance Invoicing - Invoice Inquiry

The Invoice Inquiry function allows you to inquire into the various details of any invoice on file.

Vendor

Enter the vendor number for the invoice for inquiry. Press <FIND> if the vendor number is unknown.

Invoice

Enter the invoice number to inquire on. Press <FIND> for a list of invoice numbers. Use the <UP> and <DOWN> arrows to place the cursor at the invoice and <ENTER>.

Invoices are now sorted by date order rather than invoice number, with the most recent invoice appearing at the top.

Exit

Enter 'E' to exit Invoice Inquiry.

GL Detail

Enter 'G' to view the GL detail information for this invoice.

Report

Enter 'R' to produce a report containing the invoice header information and the GL detail information this invoice.

View Invoice

Links to view any associated Scanned Invoices that are stored in SharePoint or Laserfiche

If 'G' is entered, the following screen will display: 

If you wish to view the GST detail place your cursor on the line you wish to view and enter 'G'. The breakdown of the GST information will display.

If there have been multiple GST tax codes applied to the same account, a menu option titled 'View Tax Codes' will display. This will provide a breakdown of the GST and rebates applied against each tax code.