The View Invoice feature allows users to display the attached invoice scan side-by-side with the Invoiced Scoreboard grid, making it easier to review and enter information during the drafting process.
This clear, visual comparison helps users quickly verify line item details such as quantity, price, and terms ensuring they align between the invoice and system records. By streamlining this review process, the feature helps reduce errors, support compliance, and improve overall efficiency in the invoicing workflow.
The View Invoice option is available in both read-only and edit modes within the Invoiced Scoreboard.
View Invoice
View Invoice Button
Within the Invoiced and Reconciled Scoreboard, the View Invoice button provides the Accounts Payable team with quick access to the original invoice used in the 3-way match process. This side-by-side view enables faster, more accurate comparisons between the scanned invoice and the system-entered data.
When the View Invoice button is clicked, the window automatically resizes and the header collapses, creating a cleaner layout that maximizes visibility for efficient review.
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Attachment Count Indicator:
The View Invoice button now displays a number showing how many invoice scan attachment types have been uploaded to the document.- If no invoice scans are available, the button displays 0.
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Multi-Attachment Selection:
When the user clicks the View Invoice button, a dropdown appears listing all available invoice scan attachments. The user can choose which one to display in the side-by-side viewer.
Search Here
The Invoiced and Reconciled
windows provides a Simple Search capability when viewing the invoice.
Simple Search: Use the search field box to search by Product Number and Name.
Invoice Attachment Features
When the View Invoice feature is activated, several tools become available to help you interact with the invoice scan attachment more efficiently:
- Page Navigation: Easily move between multiple pages of the invoice scan using the navigation arrows.
- Zoom Options: Zoom in or out for better visibility, or use the dropdown menu to select a custom zoom percentage for optimal readability.
- Search Tool: Click the search icon to quickly find specific item numbers, product names, or descriptions within the invoice, helping you locate line items faster.
- Download Action: Used to download the invoice scan attachment for your records or offline reference.
- Print Action: Used to print a physical copy of the invoice scan directly from the viewer.
Invoice Attachment Features Availability
The invoice attachment features are only available when the scanned invoice is uploaded as a PDF. If the attachment is in any other file format, it will display without the toolbar.
PDF File Type
Other File Types
Unified View Invoice and Default Grids
The View Invoice grid works seamlessly with the default grid. Both grids display the same set of columns and layout, ensuring a consistent view when reviewing invoice attachments.
Any column or layout changes made in one grid are automatically saved and reflected in the other, keeping both views synchronized.
This update provides a unified experience across the Drafting and Reconciling phases, allowing you to switch between views without losing your customized layout or settings.