ireceivables User Guide

Transcription

1 ireceivables User Guide Contents Viewing invoices in ireceivables... 2 Changing Passwords in ireceivables... 5 Exporting invoice into EXCEL, HTML, PDF or RTF formats... 6 Converting exports into different formats other than EXCEL, HTML, PDF, RTF... 9 Querying items by Organization or Currency Type Querying items by Transaction Amount, Transaction Date or Due Date Changing your preferences Set up Notifications Need Help? Page 1 of 15

2 Viewing invoices in ireceivables 1. Log into ireceivables using log-in details provided to you in ireceivables welcome . (If you no longer have that information please 2. Click 3. Click (located under account summary) associated with correct organization. 4. Click hyperlink for the Total Open Receivables amount. Page 2 of 15

3 5. Click invoice number you would like to view. 6. Click Print Preview button. 7. A new window will appear. Click Open or Save, depending on what you would like to do. Open will allow you to view the invoice in a new browser. Save will allow you to save the invoice on your computer in a PDF format. Page 3 of 15

4 8. A copy of the invoice will appear. Page 4 of 15

5 Changing Passwords in ireceivables 1. Log into ireceivables: 2. Click Preferences, located in the top right. 3. Enter alphanumeric password into indicated fields (old password, new password, repeat password) 4. Click Apply button and await confirmation (shown at top of window). Page 5 of 15

6 Exporting invoice into EXCEL, HTML, PDF or RTF formats 1. Log into ireceivables: 2. Click 3. Click (located under account summary) associated with correct organization. 4. Click hyperlink for Total Open Receivables amount. Page 6 of 15

7 5. Select invoice(s) to be exported 6. Select type of template, locale, and format from pull downs. (additional information provided below) Available selections from pull downs: Template: All Receivable Transactions Header- contains high-level invoice information including Bill To location, Ship To location, Transaction, Type, Status, Amount Details. All Receivable Transactions Lines contains same information as All Receivables Transactions Header, with the Service Description added. Locale: English only Formats: EXCEL, HTML, PDF, RTF Page 7 of 15

8 7. Once selections have been made, click 8. Select Open or Save 9. Select Yes 10. Preview exported format selection (eg. EXCEL) Page 8 of 15

9 Converting exports into different formats other than EXCEL, HTML, PDF, RTF 1. Export desired selections into either EXCEL or RTF format. (please reference Exporting invoice into a different format (EXCEL, HTML, PDF, RTF), page 6) 2. Open downloaded EXCEL or RTF file 3. Select File, Save As 4. Select pull down from (Save as type:) and make selection of desired format. 5. Click Save 6. Open saved file and preview Page 9 of 15

10 Querying items by Organization or Currency Type 1. Click 2. Click (located under account summary) associated with correct organization. 3. Click pull down bar located next to Organization or Currency and make selection. Page 10 of 15

11 Querying items by Transaction Amount, Transaction Date or Due Date 1. Click 2. Click (located under account summary) associated with correct organization. 3. Click hyperlink for Total Open Receivables amount. Page 11 of 15

12 4. Select the status pull down and change to desired status type 5. Click Show More Search Options, apply any criteria to refine search Page 12 of 15

13 Changing your preferences 1. Paste into URL bar. 2. Locate and click on preferences, located in top right corner of page 3. Select pull down bar or fill in information you would like to update, click apply when complete Page 13 of 15

14 Set up Notifications 1. Locate and click on preferences, located in top right corner of page 2. Select Style from drop down 3. Select Do Not Send Me Mail if you do not want to receive notifications. Select HTML Mail if you would like to receive an when a new UL invoice is loaded in ireceivables. There is no difference in formats. 4. Click Apply to save any changes made Page 14 of 15

15 Need Help? 1. Paste into URL bar. 2. Locate and click on contact us in upper right corner 3. Click allow if pop up window appears 4. Provide any concerns or comments you may need addressed in body of . Page 15 of 15