The Incoming scoreboard displays orders that are ready to be received or require manual matching, allowing users to quickly spot items needing attention. It helps maintain visibility over pending receipts and streamlines the receiving process for greater efficiency.
Incoming Scoreboard
Incoming Scoreboard
The Incoming scoreboard displays the total count of new documents in the incoming queue that are waiting to be received.
This number dynamically updates based on the filter parameters applied to the grid.
Required Date Filter
Use the Required Date Filter dropdown to view documents by Today, Yesterday, This Week, This Month, or All Time.
These intuitive filters help users quickly filter documents within the selected timeframes.
By default, the filter is set to This Month. When you choose a different period, the system saves your preference and automatically applies it the next time you access the scoreboard.
Document Type Filter
Use the Document Type filter dropdown to view Purchase Orders, BPOs, or All Documents.
The filter allow you to quickly narrow down documents based on your selected criteria.
By default, the filter is set to All Documents. When you choose a different document type, the system saves your preference and automatically applies it the next time you access the scoreboard.
Invoice Source Filter
The Invoice Source filter is a multi select filter that allows users to narrow down documents based on invoice source(s) selected. Filter options include: Received, Not Received, EDI, Attachment, OCR and Scheduled 3WM.
The filter allow you to quickly narrow down documents based on your selected criteria.
The filter has no default setting, however when you choose an invoice source, the system saves your preference and automatically applies it the next time you access the scoreboard.
Search Here
The Incoming window provides a Simple Search capability.
Simple Search: Use the search field box to search by Document #, Supplier, Bill To and Buyer.
Simple Search Bar Reminder
The simple search bar retains your search as you navigate between different scoreboards and dashboards.When you return to the scoreboard, the results will still be filtered based on the active search. To remove the filter, click the “×” icon in the search bar.
Details
The Incoming grid includes:
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Document #:
- Document Number
- Invoice Source Badges
- Supplier: Supplier Number and Name
- Bill To: Bill to Department Code and Name
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Required Date:
- User who submitted the request
- When the items are needed.
- Document Total: Document Lines and Total
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Actions: Schedule 3WM, Attach Invoice, and Open Report
- More information on Actions below.
Hidden by Default:
- Internal Reference
- Buyer
- Invoice #
- Invoice Date
- 3 Way Match Amount
Column Customization
- Click the three dots in the detail window.
- Select ‘Columns.’
- Choose the desired metrics you want to display.
- Click 'Apply.'
Schedule 3WM Action
Schedule 3WM
The Schedule 3WM action allows users to manually enter invoice details to initiate the three way match process. Below is an overview of each field and how to use it:
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Invoice Number (Required)
Enter the invoice number exactly as it appears on the physical or digital document. -
Invoice Date (Required)
You can manually enter the invoice date or use the calendar icon to select it. -
Invoice Amount (Required)
Enter the net amount - final amount payable. -
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.
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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.
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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
Enter the date the invoice is scheduled for payment or use the calendar icon to select it. -
Comments (Optional)
Add any relevant notes. These will be stored in the Paysheet Work History scoreboard for reference. -
Priority (Yes/No toggle)
When set to Yes, an exclamation mark (!) icon will appear next to the document number, indicating it has been flagged as a priority. -
Select Files (optional)
Upload the invoice attachment here. Uploaded files will automatically be processed through OCR to extract invoice data for verification.- (Available with PAY Assist Basic Level or Higher)
Source Badges After Scheduling 3WM
After completing the Schedule 3WM dialog, source badges will be enabled based on the actions taken:
- If the dialog is filled out and an invoice attachment is uploaded, the following badges will appear as green (enabled):
- Attachment – An invoice attachment was uploaded by the user.
- OCR – The uploaded attachment was successfully processed through OCR.
- (Available with PAY Assist Basic Level or Higher)
- Scheduled 3WM – The invoice was manually entered via the Schedule 3WM dialog.
- If no attachment is uploaded, only the Scheduled 3WM badge will be enabled.
These badges offer a quick visual summary of how the invoice was received and processed, helping ensure accuracy and transparency in the three way match workflow.
Attach Invoice Action
Attach Invoice
The Attach Invoice action allows users to upload a scanned invoice, which will then be automatically processed through OCR to extract key invoice details for verification and matching. This feature is only available with PAY Assist Basic Level or Higher.
Uploading Invoice Attachments
- Use the widget to drag and drop files, or click in the area to browse and select files manually.
- You can also use the Select Files button to choose files from your device.
Supported File Types
- TIFF
- JPG
- PNG
Managing Files Before Uploaded
- Click the delete icon next to a file to remove it from the upload list.
- Click Clear All to remove all selected files at once.
Uploading the File
- Click Upload to attach the invoice scan to the document.
- This will trigger OCR processing, which extracts key data for verification and matching.
Source Badges After Attaching an Invoice
After attaching an invoice scan, source badges will be enabled based on the actions taken:
- If the invoice has been attached, the following badges will appear as green (enabled):
- Attachment – An invoice attachment was uploaded by the user.
- OCR – The uploaded attachment was successfully processed through OCR.
- (Available with PAY Assist Basic Level or Higher)
Open Report Action
Open Report
The Open Report action opens the Purchase Order report in a new tab, allowing users to view, search, download, or print the report as needed.
Open Report Features
Search
Each report includes a search feature that enables users to locate specific information, with all search results highlighted within the report.
Download
The download feature enables users to save the report as a PDF.
The print features allows users to print the report.
