CIPAceTM HelpManage Invoice Documents |
Top Previous Next |
Navigate Here: Financials > Invoices > Browse Invoices; select an invoice > Documents tab
From the Documents tab, you can manage all documents associated with the current invoice.
A brief summary of each file displays in the table. The summary includes Document ID, Document Name, Created By, Last Modified Time, Is Checked Out, and Is Linked Document. You may sort the records by clicking the linked column header. If there are too many records to display in one page, you can use the navigation control to view another page, or you may increase the number of records per page.
Click the
You can add an external document to the current invoice by clicking
You can delete multiple documents in batch by clicking the Batch Delete icon
Note: Deleting linked document will delete the document shortcut from current entity record while the document and its attachment will be kept intact. They are still visible in Browse Documents page. But deleting actual document will delete the document and its attachment from the system. You can download one or multiple documents into the local path by clicking the Download icon You can create document(s) for the current Invoice via copying from existing document(s) by clicking the Batch Copy Documents In icon
- You can find the documents you want by specifying the search conditions and pressing the Search button. - Select the documents to be copied and click the Save button. New documents will be created for the current invoice and the system will go back to the Documents tab page of the Invoice Management page. Key Words, Description of the source documents will be copied to the new documents as well. You can batch copy documents of the current invoice to another business entity record (as new documents) by selecting the specific documents and then clicking the Batch Copy Documents Out icon
You can create linked documents from any existing documents to the current invoice by clicking the Create Linked Document(s) In icon
You can create linked documents to another entity record by clicking the Create Linked Document(s) Out
|
______________________________________________________ |
Copyright © 2002- CIPPlannerTM Corp. |