First
of all, you can simply click any pro number to obtain supporting documents such
as a freight bill copy, bill of lading, delivery receipt or weighing and
inspection certificate. The screen
below shows an example of available documents.
To
process the invoices you will simply use the buttons available on the far right
side of each shipment to approve or disapprove the billed amount. The approval button is the default so it
is
not necessary to take any action on charges you deem correct. If you need to disapprove an item, the
system will present the following comment box to allow an explanation of why
the charges are being rejected. Note
that the system also provides a new amount field for entering an adjusted pay
amount.
After
reviewing and making a decision on each bill you will simply click the “Submit
Payment” button at the bottom of the screen.
The system will then provide a final review and verification screen as
shown below.
After
submitting the verification screen, the system will present a confirmation page
showing that the transaction was accepted and the draft date. At this time you have the option to
download a spreadsheet file of the payment for integration into your
system. The system will also provide a
list of all unprocessed invoices and those that have been processed and are
pending a draft. You can simply click
the date of any unprocessed invoice to audit, verify and submit for
payment.
