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Implementation and Onboarding
Redesigned supplier invoice form
Centralized supplemental invoice details, customizable entry form, and WHT enhancement.
MARCH 18, 2024
The supplier invoice form has a new look and feel consistent with the redesigned forms across the platform. In addition to the updated user interface, the new form features the following enhancements:
Centralized supplemental invoice details
Only primary invoice details -- invoice header and invoice entry lines -- are surfaced on the form. Supplemental details are now consolidated within a single Activity menu, consistent with other forms within the platform.
The Activity menu option includes the following:
| Activity | Details |
| Expense Claim (or Credit Card) | This option is available if the supplier invoice originated from an expense claim or credit card transaction. |
| Preview Journal | This option is available once the supplier invoice has been posted to AP. |
| View Payments | This option will have a number next to it in parentheses, indicating whether the invoice is partially or fully paid. |
| View Purchase Orders | This option will have a number next to it in parentheses, indicating whether the invoice is matched to a PO within the system. |
| Manager Approvals | This option will show the the audit trail of manager approvals, if enabled. |
| WHT | This option will show the withholding tax details if applicable. |
Customized invoice entry form
You can now organize your layout to streamline invoice entry. Click on the Layout icon to surface frequently used columns and hide unnecessary details.
For example, if most of your invoices need to be dissected by Department, you can now move this column to the main form.
Show WHT impact on total prior to posting
Users can now see the impact of withholding taxes on supplier invoices. The WHT amount, calculated off the supplier invoice total is now displayed at the bottom of the supplier invoice, along with the total supplier invoice amount.
Previously, the impact of the WHT amount is not visible until the invoice is posted.
