Overview: Summary View
Invoices opened for display are in a summary view on the Invoice page. This view lays out the invoice for maximum visibility and access to all areas of the invoice. Actions taken at this level apply only to the opened invoice, with selected actions duplicating those you can take on the Process Invoices page.
Once the appropriate invoice has been located and displayed in summary view, you can:
View the summary of the invoice
Change both the Invoice Details and Itemisation Summary data
View associated invoice images
Unassign an invoice (Invoice Processor Manager and Invoice Processor roles only)
Delete the invoice
Print an invoice (in Fax Cover Page or Invoice format)
Review and add to the approval flow
View exceptions
Send an invoice back to the employee
Approve an invoice
To open the invoice in the summary view:
On the Process Invoices page, either:
Click the invoice directly -OR-
Select the invoice, and then click Open Invoice on the Actions menu.
The invoice opens with all information displayed.
To return to the Process Invoices page view, click Processor > Process Invoices.
