Actions column icons - NextGen

This article relates to the Quadient AP NextGen UI, which is being released to our customers on a rolling basis. To learn more about the NextGen UI, please reach out to your Customer Success Manager.

The Actions column in the Invoice and Purchase Order modules lets you quickly see information about the transaction. Below are some examples of the icons used in the Actions column and what they mean. 

View Image

Click on the image icon to quickly view the transactions images. 

View Comments

Click the comment icon to check any comments left on the transaction.

View Approval History

Click the thumb icon to see the transaction's approval process. This shows who has approved the transaction, when they approve it, and who else is left to approve it. 

View Linked Transactions

Click the link icon to see the purchase orders, invoices, payments, or expense reports matched to the transaction. 

View Duplicates

Click on the Duplicates icon to view any duplicates of the transaction

View Sync Error

This icon is exclusie to the Invoice module. Click the Sync Error icon to view the invoice's sync error message. 

Truck Icon - Black

The black truck icon in the Purchase Order Module means the purchase order is fully received. 

The black truck icon in the Invoice Module means the invoice is fully matched to the purchase order's receivings.

Truck Icon - Red

The red truck icon in the Purchase Order Module means the purchase order is partially received.

The red truck icon in the Invoice Module means the invoice is partially matched to the purchase order's receivings. IT can also mean that the quantity coded on the invoice does not match the quantity coded on the receivings.