Vendor Address: Extracted from the image and matched to your organization's master data.Vendor Name: Extracted from the image and matched to your organization's master data.Requester: Extracted from the image and matched to your organization's master data.Invoice Number: If the system is unable to find or extract an Invoice Number, it will generate one in the following format:.If your organization subscribes to Chrome River's OCR VISION, the following information will automatically be extracted from the invoice image you attach and populated in the fields for you: OCR VISION for Automatically Populating Data You may attach multiple purchase orders from the same vendor to a single invoice. PO Number: Enter the number or click SEARCH to located the corresponding purchase order.See Apply Discount Terms to Invoices and Purchase Orders for more details. They will reflect the default terms set in the Vendor Address record, but you may override the default terms here (or add them if the Vendor Address has no default terms). Discount Terms, Discount Date, and Discount Amount: If your organization has activated this feature and the vendor offers a discount for early payment, you may apply the terms via these fields.The system updates the exchange rate from XE.com daily at 00:00 UTC and will use this to provide an estimate of the exchange rate based on the invoice date. If the currency code displayed here does not match the one on the invoice image, select the correct code from the Currency drop-down. Currency: Currency codes are automatically populated in this field based on the Vendor Address selected. ![]() Pressing the ENTER key will sum the last entry and update the amount field. If there are more than 4 entries, use the scroll bar to look back and verify the data entry. Note: Selecting the top-right UP ARROW (^) in the calculator will display an electronic tape of the last 4 entries. ![]() Invoice Amount: Enter the invoice amount or click the CALCULATOR icon to use the calculator to perform addition, subtraction, multiplication and division.Due Date: If there are vendor payment terms associated with the selected vendor address record, those terms and the due date are displayed here.Posting Period: If your organization has activated this feature, select the period of time for which the transaction should be posted.Invoice Date: Click to open the CALENDAR and choose a date that corresponds to the invoice date on the invoice image.Invoice Number: Enter the invoice number exactly as it is displayed on the invoice image.See Create a Temporary Vendor for more information. If the vendor address is not found or does not exist, click the CREATE NEW ADDRESS button to create a temporary new vendor address request.Vendor Address: Once you have entered a vendor, click this field to choose from a list of associated addresses.If the vendor is not found or does not exist, click the CREATE TEMPORARY VENDOR button to create a temporary new vendor request.Begin typing to search by any part of the Vendor Name or Vendor ID.Vendor Name: Click to bring up Recent and All vendor names and vendor IDs.Note that the fields on your screen may vary from those shown below, based on company policy and guidelines. You may create a new invoice from scratch or use the Prior Invoices screen to use a previous invoice as a template and pre-populate many of these fields. For information on creating invoices automatically via Chrome River OCR VISION, see the Automatically Populate Invoice Data via OCR VISION article.For information on creating a new invoice by faxing or scanning and emailing an invoice image, see Add Images to Invoices.This allows you to easily see the invoice information next to the entry screen. You may also drag and drop the invoice into the Invoice Entry screen to attach it. On wide-screen devices, it is recommended to first scroll down to the Attachments section and click BROWSE FILE to upload the invoice image(s). From the Dashboard, click the +CREATE button in the upper right corner of the Invoices ribbon.Ģ. ![]() See Create Invoices Via Email for complete details.ġ. Invoices may also be created simply by forwarding the email from a supplier with an invoice attached. Below are details on creating an invoice inside Chrome River. ![]() Each invoice from a vendor or supplier is entered into its own unique invoice record.
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