IMOS - Voyage Invoice List

Note: You must have the Create Voyage Invoices Module Right selected, under Transactions in Financials.

The Voyage Invoice List displays all full and partial voyage invoices that were generated but not created in Operations.

On the Financials menu

• 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.
• By default, the following filters are applied, but you can change them:
  • Voyage Commencing is on or after 90 days in the past
  • Voyage Status is not Closed

Note: If an invoice has no BL Date, the Arrival Date at the cargo-handling port is used for the filter comparison.

Creating Invoices

1. Identify the invoices you want to create.
   • To view invoices from a particular date through today, filter by Dates From.
2. To create an invoice, in the Action column, click its Create link.

3. Enter at least the Vessel Name; Counterparty, Vendor, or Company; and Invoice Date.

Additional Information

• To issue an invoice with the bank details of a certain company, specify that company in the Via Company field. The bank selection will be limited to that company.
• If the invoice is not ready for approval, change its status to Pending before saving, so you can continue to edit it.
  • If the status is Actual, a saved invoice can be approved; if your system is not configured to use the approval process, the invoice can be posted.
  • If the status is Pending, a saved invoice can still be edited and submitted for approval later.