The Invoice Manager screen provides a central place to manage the workflows involved in paying subcontractor and supplier invoices. These workflows include:
managing batches for supplier invoices
entering supplier invoices into batches
matching invoices to purchase orders
creating purchase order change orders for variances
coding cost variances
routing cost variances for approval
requesting credit notes for variances
routing invoices/purchase orders for approval based on task completion
approving invoices for payment in Sage Timberline® Office Accounts Payable.
The screen focuses on batches which contain invoices from suppliers and jobs visible in the current Desktop Division.
The screen also allows the user to view the state of each batch and to display batches based on their current state. For more information on batch states, see Understanding Batch States.
For more information on the Payments Approval Workflow, see Payments Approval Workflow Guide.
From the Payments menu, select Invoice Manager.
Or, click the Invoice Manager icon in the Payments toolbar.
The Invoice Manager Screen presents two main screen views:
Payments Approval Workflow Guide