The Invoices section of Ascend AP has all of your documents. You can view all the documents you need to process in the My Invoices section. Completed Invoices show documents that have already been submitted to Workday or that have been canceled.
Click any document link on the My Invoices page to view it and start processing.
My Invoices
My Invoices shows invoices that need to be submitted to Workday. The oldest invoices are listed first based on the date they were received. The tabs in this section have different filtered views:
- Past Due: invoices that have a recognized due date and the due date has passed.
- Almost Due: invoices that have a recognized due date within 10 days.
- Duplicates: duplicate invoices or possible duplicate invoices.
- On Hold: invoices that are placed On Hold.
- Other Documents: documents that are not recognized as invoices. They may be Purchase Orders, Credits, or any other type of document.
Search and Filter Invoices
In any section of My Invoices, you can use the search bar to find invoices based on keywords. You can also click the filter icon to filter your document list.
In My Invoices, you can create filters based on these criteria:
|
|
To create a filter:
- Click the Filter icon next to the search bar
.
- In the dropdown menu, choose your criteria. When checkboxes appear under an option, you can use the search bar to filter them.
Changes update automatically. When you’re done filtering, click Clear All Filters.
Completed Invoices
Your Completed Invoices shows the invoices that were submitted to Workday or canceled by your team during the current business week (Monday - Sunday) based on your time zone.
Documents that have been submitted to Workday are in the Submitted section. Canceled invoices are in the Cancelled section.
If you need to process a canceled invoice, check the box next to the canceled document and click the Resume icon.
You can also click Resume on the document entry page.
Comments
Article is closed for comments.