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Learn how to enter and process Accounts Payable invoices in ISIS, whether with a Purchase Order or for a check request. Follow step-by-step instructions for creating, editing, and running reports for AP invoices.
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How to enter and process an Accounts Payable invoice in ISIS
Instructions for creating an Accounts Payable invoice with a Purchase Order
Step 1:Choose Fund Management, enter your username & password, and click Sign In.
Step 4:Enter the Invoice # and the PO# associated with the invoice. All information will pre-fill once the PO # is entered. Step 5:Click Next.
Step 6:Verify quantities and amounts. If changes are needed click Prev; otherwise go to Step 8.
Step 7:Make any necessary adjustments to line items and click Next.
Step 8: Enter any information regarding Discounts, Shipping, & Sales Tax then click Save.
Step 10:. Click Close if finished entering invoices or click New to continue entering invoices.
Instructions for creating an Accounts Payable invoice for a check request
Step 1:Choose Fund Management, enter your username & password, and click Sign In.
Step 4:Enter the Invoice # and other information associated with the invoice. Some information will pre-fill once the Vendor and Site are chosen. Step 5:Click Next.
Step 7: Enter any information regarding Discounts, Shipping, & Sales Tax then click Save.
Step 9:. Click Close if finished entering invoices or click New to continue entering invoices.
Viewing, editing, and running reports for Accounts Payable invoices
Editing Invoices Step 1: Click on Manage Invoices.
Step 2:Choose the Display options wanted on the report and Click Refresh.
Step 3: Select the invoice(s) that need editing and click on View/Modify to make any changes to the invoice(s).
Reporting Step 1:. Click Reports then Invoices Due List.
Step 2:Choose the options of how the report is to be run then click Print.
