Add a Single Invoice to the Payment Workfile

You can add invoices one at a time to the workfile after you have added multiple invoices or you can bypass the initialization process completely.

  1. In the AP Payment Workfile form, select the header’s Info tab.

    The system enables the Month and Trans# fields.

  2. In the Month field, enter the month. Press F4 to view all open transactions.
  3. Select the vendor/month combination to add and click OK.
  4. Enter the appropriate transaction number in the Trans# field. Press F4 to view all open transactions for the month.
    Note: The F4 window displays all transactions for the selected month, regardless of vendor.
  5. Select the correct vendor/transaction combination and click OK.
  6. Save the record.