This screen appears after using "Paid" (F1) on the main Vendor Inquiry screen.
This screen displays all paid invoices for this vendor. Click Inv Desc (F11) to toggle the final column between Invoice/Trace Number and Invoice Description. All columns are sortable. Click on the column header to sort ascending and descending by that column.
NOTE: If an item was marked “Not Paid” in this vendor's history (such as if the check was voided), the record will still appear on this list. The item must be deleted from vendor history completely if you no longer want it to appear here.
Use Check Status (F12) to display the Check Disbursement Inquiry screens, such as to look at the details of an actual check that was issued to this vendor.
Use the button Invoice Date/Due Date to toggle between the information in the date column.
To locate a specific invoice, type the number into the Invoice # field and use Enter to scroll to the first item which matches. (Invoices with a number lower than the number you entered will be temporarily hidden from view.)
To move to a specific due date, enter the date into the Due Date field and use Enter to scroll to the first item which matches. (Invoices with a due date prior to the date you entered will be temporarily hidden from view.)
To return to the original list, clear both search fields and use Enter.
When done, use the back up arrow (F3) to return to the previous screen, or the up arrow (F7) to return to the Home Page.
This screen has smart links to and from your Imaging Vault!
Select an item on the list and and ProDOC will appear with the vendor number and invoice number pre-populated.
Select an invoice and then to view archived items with the vendor number and invoice number. If archived documents with both indexes are not found you will view archived items with either the vendor number or invoice number.
Indexing invoice documents is warranted for most credit unions; however it does require activation and configuration. Contact Imaging Solutions for more details.
This screen also have has links to your imaging solution to further integrate with CU*BASE. The “Scan e-Document” button is used for scanning a document into your imaging solution. The “View e-Document” button is for retrieving images from your imaging solution. These do not use the more powerful indexing documented above.
Remember: Only documents warranted by the CU*Spy can be scanned into that vault. Clients with in-house imaging solutions should contact Imaging Solutions for assistance configuring links for use with your vault.