Action column icons

Modified on Wed, 08 Nov 2023 at 11:21 AM

The Actions column on the Invoice, Purchase Order, and Payment modules lets you quickly see information on an item. Below are some examples of the icons used in the Actions column and what they mean.  


Purchase Order module


View details

Opens the details view of the PO.


View Comments

View comments made on a PO.


View Matches

Show invoices matched to a PO.


Duplicate

Shows duplicates of a PO.


View Approval Channel

View the PO's approval process. This shows who has approved the PO so far. 


View Received Items - Fully received

Indicates that the PO has receivings against it. For Sage 300 clients, click the truck icon to view the receivings. 


View Received Items - Partially received

Indicates that the PO has partial receivings against it. For Sage 300 clients, click the truck icon to view the receivings. 


Invoice module

View details

Opens the details view of the invoice. 

View image

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

View payments - under-paid

The invoice has one or more payments against it, and the invoice is under-paid



View payments - over-paid

The invoice has one or more payments against it, and the invoice is over-paid

View payments - fully paid


The invoice has one or more payments against it, and the invoice is fully paid

View matches

Shows any POs matched to the invoice.

View Approval Channel

View the invoices' approval process. This shows who has approved the invoice so far. 


Duplicate

Shows any duplicates of the invoice. 

View comments

View any comments left on the invoice.

View receivings

The PO the invoice is matched to has receivings. For Sage 300, you can view the PO receivings. 


Payment module

View details

Opens the details view of the payment. 

View comments

View any comments left on the payment.

Show invoices

View the invoices included in the payment.

View Approval Channel

View the payment's approval process. This shows who has approved the payment so far. 

Foreign Exchange

This is a Foreign Exchange/FOREX payment.

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