Invoice Overview page

To update the header information, see Edit an invoice. Your fields may vary depending on your configuration.

Paperclip Icon

Opens the folder of documents attached to the invoice. This folder includes all documents scanned or emailed into the system using the bar-coded coversheet or email template. For submitted invoices, this folder also contains a virtual document, the rendered invoice image, created from the data you entered.

Invoice Number

The unique invoice number. The system may generate a default value.

If a supplier assigned an invoice number, and your system is configured to allow you to modify invoice numbers, enter the invoice number assigned by the supplier in place of the default value.

Supplier

The name and identifying number of the supplier who provided the goods or services listed on the invoice.

Supplier Site

A site name and number that distinguishes the site from the supplier's other sites. For example, a supplier site might be a city name or branch name.

Invoice Date

The date on which the invoice was issued.

Invoice Amount

The total cost for this invoice.

Description

An optional description that will appear in the header for this invoice. Although Description always appears, this field can be left blank.

To add invoice lines, see Create invoice lines.

Amount Undistributed

The automatically calculated amount of the invoice total that is not yet assigned. In most cases this amount is zero after the invoice lines are complete.

Line No

The automatically-generated number of this invoice line item.

Line Type

The distribution type for this line. For example, a distribution may be a cost for an product or a freight charge.

Distribution Amount

The <cost> of the distribution for this invoice line. The field name displays the currency for this invoice.

Account Fields or Project Fields

Your configuration can include either or both groups of fields. You must enter data in at least one of these groups. If there is data in both groups of fields, SSI uses the information in the Project Fields.

Accounting Date

The date the invoice was entered into accounting. This date can differ from the Invoice Date.

Description

The optional user-supplied description of the line item. For example, "laser printer".

Trash Can Icon

Deletes the selected line item.

Scan

Click the bar code icon to scan cover page to submit follow-up documents for the invoice.

Email

Click the email icon to create an email message to send the follow-up documents for the invoice.

Add a new Invoice Line

Opens the Invoice Line page, where you can enter new line items.

Return to Invoice List

Opens the Invoice List page.