Review supplier invoices and payments

Before you start

Maintain the ledger and accounting structure, invoice customers, record supplier liabilities, reconcile payments and close periods. Financial posting is controlled by document status, company, currency and assigned permissions.

Step-by-step instructions

1. Review the supplier invoice and its purchasing/receipt references. Portal invoice intake remains a review queue.
2. Create or complete Purchase Invoice with the correct supplier, company, items, taxes and payable account.
3. Verify duplicate supplier references and quantities before submitting.
4. Record the approved payment and allocate it to the intended invoice through Payment Entry.

Check the result

Return to the saved record or relevant list and verify the intended values, links and status. Check the role-restricted portal or report when it is part of this task. A successful save, approval, submission and external payment are different events.

Troubleshooting

If the task is blocked, record the page name, operation, error text and time. Contact Support through an authorized channel. Remove passwords and unnecessary personal information from screenshots.

Related ERP screens

• Accounts PayableReport · Reports
• Accounts Payable SummaryReport · Reports
• Billed Items To Be ReceivedReport · Reports
• Item-wise Purchase RegisterReport · Reports
• Purchase Invoice TrendsReport · Reports
• Purchase RegisterReport · Reports
• Received Items To Be BilledReport · Reports
• Supplier Ledger SummaryReport · Reports
• TDS Computation SummaryReport · Reports
• Tax Withholding DetailsReport · Reports
• Import Supplier InvoiceRecord page · Supplier billing & debit notes
• Purchase InvoiceRecord page · Supplier billing & debit notes