The PaymentWorks platform allows you to view all invoices uploaded into the system, providing transparency and control over the invoicing process. Below are detailed instructions for accessing and managing your uploaded invoices.
Accessing the Uploaded Invoices
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Log in to PaymentWorks:
Navigate to the PaymentWorks login page and sign in to your account. -
Navigate to the Invoices Tab:
- Go to Set Up and Manage Supplier Portal > Administration.
- Select the Invoices tab to view all uploaded invoice records.
Features of the Invoices Tab
The Invoices Tab provides a comprehensive overview of all uploaded invoices. Key functionalities include:
Sorting Invoice Records:
- Click on any column heading to sort the records.
- Columns include details like:
- Invoice Number
- Amount
- Date
- Purchase Order
Searching for Specific Invoices:
- Enter search criteria in the respective column fields (e.g., Invoice Number, Amount, or Date).
- Results will dynamically filter based on your input, helping you quickly locate specific invoices.
Viewing Invoice Details
- Click on any invoice row to expand the details for that record.
- View fields such as:
- Payment Status: Displays whether the invoice is in "Pending," "Approved," "Rejected," or "Paid" status.
- Invoice Amount and Date: Helps track the financial details and timeliness of the invoice.
- Purchase Order Number: Links the invoice to its associated PO for better tracking.
Tips for Efficient Use
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Verify Invoice Data:
Regularly review uploaded invoices to ensure the accuracy of payment amounts, dates, and purchase order associations. -
Resolve Unmatched Records:
If any invoices are flagged as unmatched, check that your supplier file has been updated to include accurate supplier information. For guidance, see How to Format and Upload Supplier Files in PaymentWorks. -
Use the Reporting Dashboard:
For a more comprehensive view of invoice metrics and trends, access the Reporting Dashboard feature under the Reporting section of PaymentWorks. Learn more in the Reporting Dashboards Knowledge Base article.
Troubleshooting Tips
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Unable to Locate an Invoice:
Double-check your search criteria for accuracy. Ensure that the supplier record associated with the invoice has been uploaded. -
Invoices Missing Information:
If critical fields like payment details or purchase orders are missing, verify the invoice upload file format and mappings. Learn more in How to Map Your Internal Invoice Fields.
Need More Help?
For additional assistance, explore the PaymentWorks Knowledge Base or reach out to your internal Vendor Desk or AP team for specific payment or invoice-related inquiries.