When accessed via the Paysheets Scoreboard, the Document Tab is read-only. This means users can view the full lifecycle of the document including Requested, Sourced, Received, Invoiced, and Work History but cannot make any changes to the paysheet.

When accessed through the Assign to Me widget, the Invoiced Scoreboard within the Document Tab becomes editable. This gives users the ability to directly update or manage invoice details as they move through the drafting process. All other sections: Requested, Sourced, Received, and Work History remain read-only for context and reference.

Invoices that do not contain variances follow a straightforward and efficient path:

Unassigned → Assigned → Drafting → Invoiced

Once an invoice is assigned, users can enter the drafting phase, where they validate the invoice details. With no discrepancies detected, the invoice can be finalized and submitted directly as Invoiced, allowing for quick processing and minimal intervention.

Document Tab

• View paysheet scoreboards
• Assign Draft action
• View Invoice feature
• View Item action

Attachment Tab

• View attachments uploaded to document
• Upload documents

Document Tab

• View paysheet scoreboards
• Edit Invoice Details action accessed via Assigned to Me
  • More information below.
• Start Drafting action
• Unassign Draft action
• View Invoice feature
• View Item action

Attachment Tab

• View attachments uploaded to document
• Upload documents

Document Tab

• View paysheet scoreboards
• Edit Invoice Details action
  • More information below.
• Cancel Draft action
• Finalize Draft action
• View Invoice feature
• Line Item Editing Columns: Quantity, Price, Subtotal
  • More information below.
• Add Term action
• View Item action

Attachment Tab

• View attachments uploaded to document
• Upload documents

The Edit Invoice Details action allows users to update the Quick Invoice information that was originally entered when the Paysheet was created.

• This action is available during the Assigned and Drafting status via Assigned to Me and can be found at the header level, next to the invoice number.
• Clicking this action opens the Edit Invoice Dialog, where you can make the necessary changes.

Below is an overview of each field and how to use it:

• Invoice Number 
  Invoice number entered during quick invoice details.
• Invoice Date 
  Invoice date entered during quick invoice details.
• Invoice Amount 
  Net amount entered during quick invoice details.
• Tax Amount
  Use the dropdown to select the appropriate tax term.
• Freight Amount
  Defaults to dollar amount entry.
  • Use the dropdown to switch to percentage based entry.
  • Term Method: Defaults to Cost.
    • Quantity – Distributes freight based on the quantity of each item.
    • Cost – Allocates freight proportionally based on item cost.
    • Equally – Evenly distributes freight across all selected line items.
• Discount Amount
  Also defaults to dollar amount entry.
  • Use the dropdown to switch to percentage based entry.
  • Term Method: Defaults to Cost.
    • Quantity – Distributes freight based on the quantity of each item.
    • Cost – Allocates freight proportionally based on item cost.
    • Equally – Evenly distributes freight across all selected line items.
• Payment Date
  Payment date entered during quick invoice details.
• Comments (Optional)
  Add any relevant notes. These will be visible in the Notes field on the header.
• Priority (Yes/No toggle)
  When set to Yes, an exclamation mark (!) icon will appear next to the document number in the users Assigned to Me queue and Paysheets scoreboard, indicating it has been flagged as a priority.

The Edit Header Terms action opens the Grand Total Term dialog, which provides a clear summary of how the grand total is calculated including subtotal, terms, grand total and use tax. 

From this dialog, you can also edit terms at the global (header) level, allowing you to apply changes that affect all line items on the paysheet.

For additional information, please visit the Drafting Status: Adding Global & Line Terms article.

The Invoiced Scoreboard displays the total amount calculated from the quantity and price values entered in the invoiced grid. This amount updates automatically as those values change.

To help ensure accuracy, the calculated amount is color-coded as follows:

• Green – The calculated amount matches the invoice amount. When both values are aligned, the draft is ready to be finalized.

• Peach – The calculated amount does not match the invoice amount. The draft cannot be finalized until the two amounts are the same.

Invoice Scoreboard Variance Badges

While drafting, any triggered variances will display variance badges on the scoreboard, allowing you to quickly see the types and number of variances detected at a glance.

 

More information on the Badges in Paysheet Document Tab.

 

The View Invoice feature is available on the Invoiced Scoreboard in both read-only and edit modes.

When the View Invoice feature is activated, the invoiced grid automatically updates to display the following columns:

• Line #: Indicates the product line number.
• Product: Displays the product number and name.
• Quantity: Used to enter the invoiced quantity per unit.
• Price: Used to enter the invoiced price per unit.
• Terms: Shows applicable sourcing terms, if any.
• Total: Displays the net amount
  • Calculated as the gross subtotal plus any terms.
• Actions: Add Terms and View Item

More information on the View Invoice feature. 

The Invoiced window when provides a Simple Search capability when viewing the invoice.

Simple Search: Use the search field box to search by Product Number and Name.

The Invoiced grid includes:

• Line #: Indicates the product line number.
• Product: Displays the product number and name.
• Sourced: Displays sourced quantity, unit price and total price for the product. 
• Received: Displays received quantity, unit price and total price for the product. 
• Quantity: Used to enter the invoiced quantity per unit.
  • Click the quantity field to make edits.
• Price: Used to enter the invoiced price per unit.
  • Click the price field to make edits.
• Terms: Shows applicable sourcing terms, if any.
• Total: Displays the net amount
  • Calculated as the gross subtotal plus any terms.
• Actions: Add Terms and View Item

Hidden by Default: 

• Requested
• Subtotal

Why is the Requested Column Blank?

If the requested column is blank on your grid, it means that the user did not create a request. Instead, a Purchase Order (PO) was created directly without going through the request process.

 

For detailed information on global and line term editing during the drafting phase, please refer to the article.

Quantity: Used to enter the invoiced quantity per unit.

1. Click on the line item to begin editing.
2. Enter the quantity as shown on the invoice.
3. Press Enter to confirm the entry.
4. A Quantity Variance badge will appear to indicate the difference from the received quantity.
5. The Total will automatically update based on the quantity you entered.

For more information on quantity variance badges and popovers. 

Price: Used to enter the invoiced price per unit.

1. Click on the line item to begin editing.
2. Enter the unit price as shown on the invoice.
3. Press Enter to confirm the entry.
4. A Price Variance badge will appear to indicate the difference from the received price.
5. The Total will automatically update based on the price you entered.

For more information on price variance badges and popovers. 

Subtotal: hidden by default, enter gross price to automatically calculate the price per quantity. 

1. Click on the line item to begin editing.
2. Enter the subtotal price as shown on the invoice.
3. Press Enter to confirm the entry.
4. A Price Variance badge will appear to indicate the difference from the received price.
5. The Total will automatically update based on the price you entered.