Payables (Invoices and Credit Memos)

The Accounts Payable Dashboard provides a central hub for users and administrators to reference for all information and actions related to invoices in one consolidated panel. Invoice search, creation, approval, reconciliation, and reporting are av...

The Approve Credit Memos Grid is available to Approvers when Credit Memo Approval Rules have been configured. See Documentation Topics: Credit Memo Approval Rule Management Credit Memo Emails Create and View Credit Memos BuyerQuest D...

Invoices are typically sent by suppliers after a purchase order is partially or completely fulfilled but may also be sent via cXML from the Buying Organization's ERP or as scanned OCR. BuyerQuest users have options to create, validate, and track inv...

Buyers and suppliers can view Credit Memos from the Main Menu and create them from Invoices and Purchase Orders. See the Documentation Topics: Approve Credit Memos Credit Memo Reconciliation Grid and Details Failed Credit Memos Grid Us...

Access Reconcile Credit Memos from the main menu to reconcile Credit Memos. See Documentation Topics: Create, View, and Edit Credit Memos Credit Memo Reconciliation Rule Management Credit Memo Emails Overview Reconciliation Rul...

Credit Memos failing validation are available from a grid. See Documentation Topics: BuyerQuest Document Status and Workflows User Permissions (ACL) Create, View, and Edit Credit Memos Credit Memo Email Notifications Invoice Configu...

Invoices failing validation are accessible from the Failed Invoices Grid. See Documentation Topics: Create Invoice and Invoices Grid Invoice Emails Invoice Configuration: Invoice Notifications User Permissions (ACL) Document Status ...

The process of creating a large number of invoices on the front end manually is quite time consuming and cumbersome. Our team understands that your time is valuable and have developed this feature to give you the ability to bulk import invoices via ...

Post-Reconciliation Approval allows the addition or configuration of an approval flow before an invoice is sent for payment (OK2Pay). See Documentation Topics: Invoice Approval Rule Management Accounts Payable Dashboard Create Invoice a...

Reconciling invoices is required when there are discrepancies in 2-way or 3-way matching - between the invoice, the purchase order, and the receipt for an order. See Documentation Topics: Create Invoice and Invoices Grid Invoice Reconciliati...

Validating invoices can be done by comparing related documents and verifying that pricing and order information match. Validate Invoice Invoice validation is done at the point of creating an invoice. Fields can be edited and information ente...