![]() ![]() Under History of changes, you can view all the changes made to the submitted invoice request, including date, what changed, who made the change, rejection reason, and any rejection notes. Under Receipts, you can attach receipts by moving a file into the Drag a file here box or by browsing to the file. ![]() If you split the distribution, select the icon in the Split column and then select More, Apply project distribution set to also save time entering splits. Distribution sets default the information you need in the line instead of selecting data in each column. Tip: To save time entering distributions, select More, Apply account distribution set. Myinvoice com how to#For information on how to add custom fields, see Custom Fields. Use custom fields to add additional information to the request. To add Custom fields to this invoice request, select Add a field. You can also select to distribute the information evenly or by percent. You can specify debit and credit accounts, classifications using grants or transaction codes, and custom fields for reporting purposes. If you need to create new expense categories, you can do so in the database view.Įnter distributions to determine the amounts to allocate. Ensure you have access to all the expense categories you need for your requests. Note: Expenses typically fall into certain categories, such as travel, phone and internet usage, or mileage. Under Distribution, enter the expense category, description, quantity, rate, and date for the distribution. In the Expense detail/purpose field, enter any additional information about the transaction. If you have rights, you can also choose to "self approve." ![]() Note: Make sure your organ ization admin has defined your approval rules. Set of reviewers for travel invoice requests, and a different set of reviewers for requests Approval rules route requests to selected reviewers. For more information about defining payment defaults for vendors, see Vendor Record. Note: If you specified any default payment terms for the selected vendor, the invoice date field will populate automatically based on those terms. On the Add invoice request screen, enter the vendor, invoice number, invoice date, and description for the transaction. You can also select New request directly from the My invoice requests tile on the Expense management page. Note: When you submit invoice requests for existing vendors, we recommend you take advantage of the Copy previous invoice request functionally to save time.įrom the My invoice requests page, select New request. ![]()
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