Pending Invoices

Pending Invoices are invoices that have failed a tolerance check and are awaiting approval. Once an invoice is approved, it is transmitted based on the notification settings under Corporate Preferences and is moved into the Approved invoice list. To access the Pending list, go to View > Accounting > Invoices > select Pending Approval from the drop down list.

The Daily Invoice Manifest is a system generated email that contains a PDF attachment listing all of the invoices submitted during the previous 24 hours.  It can be used as a checklist to compare between the invoices received and the invoices submitted. These settings can be accessed under File > Corporate Settings > Preferences.

• Method - Transmission options. You can choose which transmission method you want to use for incoming/outgoing notifications.

• Fax Notification - Check the box indicating you would like the Daily Invoice Manifest to be transmitted via fax. 

• Routing Information - Input the designated fax number.  Make sure to include 1(area code)(number) with no dashes. 

• Email Notification - Check the box indicating you would like the Daily Invoice Manifest to be transmitted by email. Routing Information - Input the designated email address or addresses.  Use a semi colon to separate additional email addresses. 

• Notification Contents - Sends notification at specific time.