Operations AR - Vendor Invoice Comments

1. Navigate to "AR/AP"

   If you would like to leave comments on vendor invoices, navigate to the "AR/AP" section in the Operations Portal. To use this feature, you must have "superuser", "administrator", or "vendorInvoiceView" or "vendorInvoiceEdit" permissions.

   

2. Click "AP Vendor Invoices"

   Then, click the "AP Vendor Invoices" menu.

   

3. Enter the Vendor Invoice number in the "Search" field

   Use the "Search" field to find the invoice you would like to update.

   

4. Click on the more details icon

   Click on the more details icon.

   

5. Click "Internal Comments"

   To add an internal comment, go to the "Internal Comments" tab.

   

6. Add internal comment

   Type in your comment in the comment box. Internal comments are only viewable internally.

   

7. Click "Add"

   Click on the "Add" button to save your comment.

   

8. Internal comment will be added

   Once submitted, the comment will appear on the page. If there are existing comments, the newest comment will appear above the older comments. The user and the timestamp will be saved too.

   

9. Click "Vendor Comments" tab

   To add Vendor Comments on the Vendor Invoice, click the "Vendor Comments" tab.

   

10. Add vendor comment

    Then, add your comments in the comment box.

    

11. Click "Add"

    Click on the "Add" button to save your comment.

    

12. Vendor comment will be added

    Once the vendor comment has been added, the user and the timestamp will be saved as well. Vendor comments are viewable internally, and by the vendor.