The Inbox page provides a view used for validating invoices in the Inbox.
This is the first stage of an invoice from which all the validations can be made. When an invoice is added, it is automatically classified into the Inbox pending matters for its future analysis and control.
The user can massively move invoices by selecting multiple invoices with the selection box and clicking Massive Move to Paybox.
The Status column identifies the status of the invoice according to the percentage difference of the invoice compared to last invoice.
The green circle icon indicates 0% - 5% difference.
The yellow circle icon indicates 5.1% - 50% difference.
The red circle icon indicates 50.1% - 100% difference.
Filter Inbox List
Click Filters to expand the section to display the filter options.
The information can be filtered by:
Difference from Last Invoice: Select the percentage difference compared to last invoice from drop-down list. Valid values are 0% - 5%, 5.1% - 50%, or 50.1% - 100%.
Invoice Date: Select the specific month from drop-down list.
Vendor: Select the specific vendor from drop-down list.
Country: Select the specific country from drop-down list.
Status Invoice: Select the status of invoice from drop-down list. Valid values are Pre-approved or Not Pre-approved.
On Hold?: Select if the invoice is on hold from drop-down list. Valid values are Yes or No.
Invoices Pending Approval: Select the invoices pending approval from drop-down list. Valid values are For me, By another approver/level, or All.
Click Search to display list.
The list can be exported to a spreadsheet by clicking the XLS icon.
View Late Fee
Click the red triangle icon in Late Fee column to open a new window which will allow to view the invoice late fee.
Manage Approval
Click the number in History column to open a new window which will allow to view the invoice approval history.
Click the green check mark icon in To Paybox column to open a new window which will allow to approve the invoice. Select payment type from drop-down list. Enter a comment. Click Accept to apply changes or click Cancel to abort the operation.
Click the folder icon in To Archive column to open a new window which will allow to archive the invoice. Enter a comment. Click Accept to apply changes or click Cancel to abort the operation.
View Invoice Detail
Click the paper icon in Invoice Detail column to open a new screen which will allow to view the invoice details.
View Line/Circuit/Service ID Update
Click the telephone icon in Line/Circuit/Service ID Update column to open a new window which will allow to view the invoice updates categorized by New Lines/Circuits, Missing Lines, and Terminated Circuits.
Manage Invoice Comments
Click the green plus icon in Add column to open a new window which will allow to add an invoice comment. Enter a comment. Click Accept to apply changes or click Cancel to abort the operation.
Click the number in See Detail column to open a new window which will allow to view the invoice disputes.
Manage Account Comments
Click the green plus icon in Add column to open a new window which will allow to add an account comment. Enter a comment. Click Save to apply changes or click Archive Comment to archive the comment.
Click the check list icon in See Detail column to open a new window which will allow to view the account disputes.
Massive Move to Paybox
Perform the following steps to move selected invoice(s) to Paybox:
Find the invoice(s).
Choose the invoice(s) by clicking the check box in first column.
Enter a comment in Enter Your Comments field.
Click Massive Move to Paybox.