Notes Tab of the AP Invoice Approvals Form

The Notes tab displays any notes that were saved for the AP invoice. The notes are arranged chronologically, starting with the oldest note.

The AP Invoice Approvals form displays in the AP Invoice Approvals application, as well as from other applications:
Application from which You Open the AP Invoice Approvals Form What You Have Access To
Cash Management > AP Invoice Approvals You can enter information in the fields on all the tabs. All the toolbar options are available.
Cash Management > Vendor Review The form displays on a dialog box, and all information is read-only. Only the Print and Help options are available on the toolbar.
Alerts Dashpart The form displays on a dialog box, and all of the information is read-only. You can use the Approvals toolbar option to approve or reject an AP invoice.

Contents

Notes Grid Toolbar

Field Description
Notes Drop-down

Click the drop-down arrow on a grid header to complete any of the following actions:

  • To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer.
  • To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
  • To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.

Not all options are available on all grids.

Insert Use this option to insert a new row on the grid. The new row is added to the bottom of the grid.
Delete Use this option to delete the selected row on the grid.

Notes Grid

Field Description
Comment Use this field to enter your notes or comments for the AP Invoice. Click the field to launch the Text Editor dialog box where you can enter your comment.
Employee This column displays the name of the employee who created the comment. Click in this field to send the employee an instant message or email.
Date This column displays the date on which the comment was created.