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Purchasing & Inventory: Manual invoices

Fourth Customer Success Portal
Hi!   A few questions about manual invoices on Purchasing & Inventory (formerly known as Adaco):   - Are there any reports that show manually posted invoices? (Reports like Receiving Verify report or Receiving report) - How can I manage approval routes for these?   Best, Rozz Fourth
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Mark Whitmore

Hi,

 

Thanks for your questions. Manual invoices are great for managing non-PO invoices, typically for things like electricity bills that you still need in your AP.

 

You can view Manual invoices in the Invoice Log report. It can't be run by Manual Invoices specifically, but Manual Invoices will not have a PO Number or Receiver name associated.

 

For managing approval routes, first you would need to activate them at Property > Administration > Property Preferences > Receiving > Enable Manual Invoice Approval Routing.

This will allow you to then build approval routes in Property > Set Up > Routing > Route Builder

 

There's more information about manual invoices in the article here: ​https://fc.force.com/customer/s/article/Purchasing-Inventory-Manually-Entering-an-Invoice

 

Best

Mark

Fourth

Mark Whitmore

Hi,

 

Thanks for your questions. Manual invoices are great for managing non-PO invoices, typically for things like electricity bills that you still need in your AP.

 

You can view Manual invoices in the Invoice Log report. It can't be run by Manual Invoices specifically, but Manual Invoices will not have a PO Number or Receiver name associated.

 

For managing approval routes, first you would need to activate them at Property > Administration > Property Preferences > Receiving > Enable Manual Invoice Approval Routing.

This will allow you to then build approval routes in Property > Set Up > Routing > Route Builder

 

There's more information about manual invoices in the article here: ​https://fc.force.com/customer/s/article/Purchasing-Inventory-Manually-Entering-an-Invoice

 

Best

Mark

Fourth

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