This article will teach you how to manually create a new Payable Invoice.
- From the Accounting menu, click Accounts Payable.
- From the Accounts Payable page, click the Add Invoice button.
- Once the Add New Payable window has opened, complete the form presented:
| Field | Explanation |
|---|---|
| Company | Select the company for the Payable Invoice. |
| Vendor |
Enter and select the vendor for the Payable Invoice. Note: See the Adding a Vendor to a Property article if the vendor has not been previously set up. |
| Workflow | Select the Approval Workflow for the Payable Invoice. |
|
Click the Choose File button, navigate to the desired .PDF file on your computer, and click the Open button to attach the file to the Payable Invoice. Note: The .PDF file size must be less than 2 MB and contain less than 50 pages or WorkSpace will be unable to import the Payable Invoice. Please split any Payable Invoices that are larger than the limitations into separate .PDF files. |
- Click the Save button.
- Once you save the Payable Invoice, you will be directed to the single-screen Edit A/P Invoice window. Here, those users in Admin Review and Approval Workflow roles can add additional invoice details and distributions. Please see the article Adding Payable Invoice Details and Distributions for more information. The Payable Invoice will now be visible under the Pending tab of the Accounts Payable page.