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IMOS On-Prem - Post Invoices
The Post Invoices list displays all invoices with a status of Ready to Post. It is similar in layout to the Transaction Summary, but it also contains selection boxes that enable you to post more than one invoice transaction at a time.
In the Financials module center , under Transactions, click Post Invoices.
Viewing Invoices
To view the details of an invoice either in a viewer or as created in Operations, click its link in the Description column.
Approving, Posting, or Rejecting Invoices
To approve, post, or reject invoices, you must have Module Rights Approve an Invoice, Post an Invoice, or Reject an Invoice. Approving, posting, and rejecting invoices can be limited to particular invoice types with configuration flags.
- To review a printable invoice, do one of the following:
- Click Review in the Action column.
- On any invoice generation form, open the invoice.
In the invoice, do one of the following:- Click  and then enter a Comment, if required.
- Click  and then enter a Comment, if required. The Transaction Data Entry form or Journal Entry form opens, so you can post immediately.
- Click  and then enter a Comment that tells the reason for the rejection.
- To post an invoice, click Post in the Action column.
- To post more than one invoice at a time, select the check box in front of each invoice you want to post and then click Post at the top of the list. After invoices are posted, you have the option to print a summary report, transaction records, both, or neither.
When you click Post, the Transaction Data Entry form opens. The Accounting Date field defaults to the current date, but you can change it.Â
List Functions
The Post Invoices list is a standard IMOS list, so you can sort it, filter it, do a Quick Search, and create custom Views for it. You can use logical operations to filter particular columns in the list.Â
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