Credit Card Invoices
Sorting and Filing
Inputting Details and
Deposit Account Invoices
Processing Approval Invoices
Processing Invoices and Vouchers
Processing Returns Letters
RWI Form (MS Word)
Searching Acquisitions for
Firm Order Invoices
Processing Monographic Invoices For Received Items
Search for a pre-existing invoice record
1. Choose Search Invoices
icon in the Invoices tab of the List Bar.
||type in invoice number with? as truncation.
2. If there is a match (invoice number,
date and vendor) go to step 9.
If there is no match, pull up the first order on the invoice: Choose
Search Orders icon in the Orders
tab of the List Bar.
|| PO number
||type in PO number
Check the Related Invoices tab on the purchase order to see if the
item has already been invoiced.
Lacking a PO number to search by, search for the order by bibliographic
the Vendor address information.
[Monographic Invoices] [Create
New Record] [Check Price]
the PO, click on the ellipsis by the vendor code. Examine the Vendor
window that comes up and see if it matches the invoice. If it does,
check the payment address information to confirm that you have
the correct vendor. Any address problem should be referred to a supervisor.
Check to see that there is an institution ID with a sequence number.
Check the accounts tab to verify the correct account name for the account
number printed on the invoice. Be sure that the correct vendor code
is written on the invoice.