Completed Invoices by Date
Completed by date –view allows you to examine purchase invoices that have been transferred to customer accounts by date.
- Purchase invoices are categorized by the method of arrival: Identa or Liaison.
- Select in the view (Identa/Liaison) which date is being examined (triangle)
- Under the date, the customer accounts to which purchase invoices have arrived on that day are displayed
- Under each customer, the purchase invoices that have been transferred to those specific Heeros Purchase Invoices on that day are shown.
Completed Invoices by Customers
Completed by customer –view allows you to examine purchase invoices that have been transferred to Heeros Purchase Invoices by customers.
Completed (Customer) –view shows, according to the customer's name, when purchase invoices have arrived for that customer.
- Purchase invoices are categorized by the method of arrival: Identa or Opentext (formerly Liaison).
- Select in the view (Identa/Liaison) which customer is being examined (triangle).
- Under the customer's name, a list of dates when purchase invoices have arrived for that customer account is displayed.
- Under the date, the purchase invoices that have been transferred to that specific customer account on that day are listed.