Data Enter New Invoices from Documents

Elissa Toder

Modified on: Mon, 20 Dec, 2021 at 2:09 PM

From Documents Tab
Click Document ID
Enter Chase ID(s), comma separated (if not already there)
Click Validate
If a member chase is valid, click Continue
Once Validated, enter Required Fields: Invoice Amount, Invoice Number, Invoice Received Date
Chase amount is automatically calculated
To finalize, click Submit
To Cancel, click Cancel

Graphical user interface

Description automatically generated