Scanned Payable Document Fields

Here is a description of the fields that make up a Scanned Payable Document.

Key -

* – Mandatory field

R – Read-only

Field

 

Description

Account

 

The account that relates to the payable document. 

Company

R

The company that relates to the payable document. 

Note: In the Scanned Payable Document the Company field in the header has been made read only. So, only the administrator can make the changes in the Company field.

Due Date

 

Due date on the scanned payable document.

Error Details

R

Information about the error when parsing the payable document or creating a payable invoice.

Invoice Currency

 

Invoice currency on the scanned payable document.

Invoice Date

 

Invoice date of the payable document.

Invoice Total

 

Invoice total of the scanned payable document.

Net Total

 

Net total of the scanned payable document.

Status

R Status of the scanned payable document. The following are the scanned payable document status:
  • Complete
  • Confirmed
  • Discarded
  • Failed
  • New
Note: You can only edit a scanned payable document that is in " Failed " status.

Vendor Invoice Number

 

Vendor invoice number in the payable document.

Quick Action Buttons

Here are the buttons added to the Scanned Payable Document.

Button 

Description

Confirm

Confirms the changes on the Review & Edit window.

Create Invoice

Creates an invoice from the scanned payable document.

Note: The Create Invoice button is visible only for scanned payable documents with "Confirmed" status.

Discard

Discards the scanned payable document.

Note: The Discard button is visible only for scanned payable documents with "Failed" status.
Edit

Edits the scanned payable document.

Note: The Edit button is visible only for scanned payable documents with "Failed" status.
Save & Continue Later Saves any unsaved changes on the lines and then you can continue editing the document later.
Review & Edit Review the scanned payable document along with a preview of the attached invoice in a window. You can edit the document if anything is missing or inaccurate.

Buttons

Here are the buttons available on the Line Items tab of Scanned Payable Document Lightning page.

Button

Description

Cancel

Cancels the unsaved changes in the grid.

Note: The Cancel button is not visible if the Scanned Payable Document is marked as “Confirmed”, “Complete” or “Discarded”.

Save

Saves the lines.

Note: The Save button is not visible if the Scanned Payable Document is marked as “Confirmed”, “Complete” or “Discarded”.