Use Lookups to Enter Data for Invoice Comments

Use the project, invoice, and credit memo lookups to make invoice comment entry faster and easier.

Contents

Lookups are available wherever you see a Lookup button. The data field in which the icon appears determines which lookup opens when you select the icon. For example, if you are in the Invoice field and click the lookup button, the Invoice lookup opens.

Field	Description
Lookups	Lookup Purpose How to Access Project Use the Project lookup to select a project for the accounts receivable comment or to change the project that is selected. This lookup displays the active and inactive projects that are associated with the client. Click in the Project column on the Comment dialog box. Invoice Use the Invoice lookup to select an invoice to associate with the comment or to change the invoice that is selected. This lookup displays the invoices that are associated with the project. Click in the Invoice column on the Comment dialog box. Credit Memo Use the Credit Memo lookup to select the credit memo for the comment. This lookup displays the credit memos that are associated with the selected project or invoice. Click in the Credit Memo column on the Comment dialog box.
Search	All lookups include a Search option. After you open a lookup, you can use the Search field to search the list of records in the lookup. Enter either a single character (for example, the letter "a" or the number 3) or a string of characters (" ab" or "13") . If you enter a single character, Navigator searches for every record beginning with that character . If you enter more than one character, Navigator searches for every record that contains that string of characters. For whole word searches, enter a space before and after the word to search for only that word. Enter the desired text in this field and click the Search button to locate the matching results. Even though the project's long name does not display in Navigator, for Project, Phase, and Task lookups, Navigator searches the project number and project long and short names that are entered in Vision. If you need to further refine the list of records, you can also use the Sort option to sort the lookup results by Name or Number.