Drafting An Invoice With Only Selected PO Lines (PO Transfer)

Use the PO Transfer tool

1. From the Navigation Bar select Invoices.

2. Select the + New button.

3. Click on the file upload and select the invoice you would like to complete. The system will auto populate the fields in the right side bar and the fields below the invoice. Any fields that are not auto populated will need to be manually entered.

Note: You can only upload invoices that are pdf.

4. Next enter in a Description and select the Approver Group and Bank Codes.

5. You will see that the GST transaction line has been pre filled. To edit the transaction line click the Edit icon or type directly in the fields. Now click on PO Transfer icon. A new window will appear.

6. Select the PO lines you would like to transfer to the invoice. Once you have selected the PO lines click the Transfer icon to complete the PO transfer.

7. The transaction lines will populate with the PO details. To make adjustments to a transaction line click the Edit icon and change the details in the pop up window or type directly in the fields. To delete a transaction line, select the transaction and then click the Delete icon.

8. To add a transaction line not included with the POs click the Add icon. A new window will appear. Fill in the details as required. Click the Save icon once complete.

9. To add any further attachments, click the Cloud icon. You can Also drag and drop a file.

Note: You can only upload pdf files.

10. Once you have completed the invoice click the Save icon at the bottom of the page to finish.

11. You will then be directed back to the Invoices screen. To send the invoice for approval click on the Send icon. Your invoice will be sent for approval to the signature line established by your Accounting Department.