This screen appears when you use View Open Items (F2) on the initial A/P Vendor Inquiry screen.
This screen displays all invoices which are currently open (unpaid), for all vendors. Click the Toggle button (F11) to toggle the final column between Invoice Number and Description and Debit (Expense GL).
When done, use the backup arrow to return to the previous screen, or the up arrow (F7) to return to the Home Page.
To locate a specific invoice, type the number into the Invoice Number 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.
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.
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.