Tag Invoices for Payment

Accounts Payable – File – Check Process – Tag Invoices for Payment

The first step in the check process is to tag the invoices you wish to pay. You may tag/untag invoices in one or more of the following ways until the correct results are achieved. After you have tagged invoices for payment, you may print tagged invoices. This is a report of the invoices that are tagged for the check batch you are about to create. You may tag/untag invoices as often as necessary BEFORE you run the Create check batch option. (After the check batch is created you must continue with printing and subsequent posting of that check batch.)

There are multiple ways of selecting invoices to tag for payment.

Click Print for a list of all invoice lines that are currently tagged. You may then tag/untag using any of these tagging methods till you have achieved the final results to proceed with the check run.

Click on the selected method for tagging and click Next to proceed with tagging.

Option #1: Select by payables due –

Click Display.

All unpaid invoices will be displayed in the order you select to view.

All unpaid invoices will be displayed in the order selected.

To tag/untag all invoices for a vendor, click on the vendor total line.

A running total of all invoices tagged will be displayed.

The total of all open (and untagged) invoices will also be displayed.

To tag/untag an individual invoice, click on the invoice line. You may tag all invoices for a vendor, then untag individual lines to get the result you want.

The Payables Due report will list all open payables, regardless of whether or not they are currently tagged.

Click these buttons to tag or untag all invoices.

Click OK when finished tagging.

Option #2: Select by vendor

Enter the vendor sequence# or search for open invoices for this vendor. Then press Enter to tag this sequence# and proceed to enter the next vendor/seq#.

Click Done when finished.

Enter the vendor# or search for a vendor.

For speed entry, you may enter the vendor# and click the tag button (or press Enter) to tag all unpaid invoices for this vendor. You may also enter the vendor# & sequence# and click the tag button (or press Enter) to tag an individual line item.

Option #3: Select by due date

All open invoices will be tagged through the due date entered.

Click Done when finished tagging.

Note: You may change the due date of any invoice or line item in the invoice edit, located by double-clicking on a record in the vendor history browse.

Option #4: Select by batch#

Enter the batch# you wish to tag. Click Tag. Press Done when finished.

Option #5: Tag all unpaid invoices. This is seldom used. All invoices will be tagged for payment (for the vendor type selected). Click Done to tag all.

Option #6: Untag all - Removes the tag from all invoices. Click Done to untag all.