The Payables Summary displays unpaid accounts payable invoices with the status Actual, Pending, or Posted and the amount outstanding for each invoice.
Do one of the following:
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On the main menu
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In Financials quick links, click
- As with any other list, you can search, select, adjust, pin, filter, group, and sort columns, reset to the default view, save user views, and export.
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By default, the following filters are applied, but you can change them:
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Source is not in the list MACR, VBNK, VCAB, VCST, XJOU, FFAJ, DCAB.
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Accounting Date is on or after 90 days in the past.
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To create a new invoice, click
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The Action column contains links for the following action. To open the document, click the link.
When configuration flag CFGEnableInvoiceNotes is enabled, this action allows you to record follow-up information about the outstanding transaction.
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With batch payments configured, the Payables Summary list shows all invoices that are not paid in full. You can work with Payment Batches from here.
Note: When the list is unfiltered or the filter returns a very large record set, IMOS displays only a partial preview of results for performance reasons. Recent invoices may not appear in the default view. To retrieve current invoices, apply a column filter (for example, set Invoice Due Date to on or after a recent date) and then reload the list.
Invoice Details
To view the details of an invoice, on the Payables Summary list:
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For the printable invoice, click its row.
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For the Financials invoice (Transaction Data Entry), in the Action column, click View.
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For the Operations invoice, in the Type column, click its link.