Update payment document with document preview

You can make simultaneous updates to specific fields on the documents while viewing the scanned copy of the original document using the overlay edit panel with document preview in the Process payments (AP50301S) window.

Overlay edit panel

To access the overlay edit panel, click the link in the Purchase invoice field corresponding to the document you wish to edit or preview. You must have the Payment processor role to edit the details, or the Payment viewer role to view the details.

You can update the following fields (the same as in the table):

  • Cash account

  • Account used for payment

  • Payment date

  • Amount to pay

  • Priority

  • Pay separately

  • Cash discount taken

Editable fields are saved automatically. You can edit these fields even if there is no invoice document attached.

  • When a field contains a deviation, you will see a message that highlights the deviation, and a tooltip appears. For instance, if the deviation is due to a missing bank account, you can click on the message to open the Suppliers (AP303000) window and add a bank account.

  • If the invoice payment date falls within an ungenerated or inactive financial period, a deviation message will appear, providing a link to the Financial periods (GL201000) window.

  • The fields Account used for payment, Supplier name, and Supplier no are linked to the Suppliers (AP303000) window, which opens as a pop-up. After saving your changes and closing the pop-up, refresh the window to see the updates. This also applies to the Ref. no and Purchase invoice fields, which open the Purchase invoices (AP301000) window as a pop-up.

Document preview

To navigate between documents, use the Preview documents arrow buttons located at the bottom left of the overlay edit panel. You have several options for working with documents in the interface:

  • You can view, zoom in or out, download, and print documents.

  • You can also flip through document pages and copy text.

  • To switch between different documents, use the Preview Documents arrow buttons found at the bottom left of the overlay edit panel.