The Paysheet Header displays key invoice details and remains visible at all times—regardless of status, workflow stage, or the tab you’re viewing (including Document, Attachments, and Work History).
Users can control how much of the header is shown based on their workspace needs:
-
Expand Header:
Displays all available header fields for full visibility. -
Collapse Header:
Shows only the default fields, reducing visual clutter while keeping essential information accessible. -
Minimize Header:
Reduces the header to its most compact form, maximizing space in the grid below for detailed review or data entry.
Expand Header
Expand Header Fields
The Expand Header includes the following fields:
- Bill to Department
- Paysheet Status
- Invoice Number
- Invoice Date
- Invoice Amount
- Edit Header Terms (if applicable)
- Status Actions (if applicable)
- Header View Action
- Supplier
- Payment Terms
- Payment Date
- Currency
- Capital Project
- Override Account
- Notes
Collapse Header
Collapse Header Fields
The Collapse Header includes the following fields:
- Bill to Department
- Paysheet Status
- Invoice Number
- Invoice Date
- Invoice Amount
- Edit Header Terms (if applicable)
- Status Actions (if applicable)
- Header View Action
- Supplier
- Payment (Terms and Date)
- Notes
Minimize Header
Minimize Header Fields
The Minimize Header includes the following fields:
- Bill to Department
- Paysheet Status
- Invoice Number
- Invoice Date
- Invoice Amount
- Edit Header Terms (if applicable)
- Status Actions (if applicable)
- Header View Action