The article below pertains to Procure to Pay (P2P) for the following applications and/or module(s):
AP Automation
In AP Automation, the quick access functionality allows users to quickly navigate to filtered overviews. Four predefined 'Fixed' Quick access buttons are available. With the Advanced Search functionality it is possible to create custom Quick access blocks. These custom quick access blocks allow users to save filtered views that are used often. Therefore, making it easy and quick to navigate to the desired overview.
Overview Quick Tips
- By clicking on a Quick Acces block you activate and open the filtered overview. By clicking on the Quick access block again you deactivate the filtered overview.
- Managing favorites and removing filters can be done in the menu via the icon.
- Adjusting the saved Quick Acces filter can be done by selecting (activating) the Quick Acces block and then opening the Advanced search.
- By adjusting the data in the advanced search and then clicking on 'Update Quick Access' the edited filter can be saved.
- When favorite Quick Access blocks are hidden in the invoice overview due not enough space, it is possible to scroll between quick access blocks in te overview by using the < > arrows on the keyboard.
Fixed Quick access blocks
Through the fixed 'Quick Access' blocks, it is possible to get to the following filtered views in one click. *Names may vary per setup.
Quick access categories
|
Received |
Overview of all invoices that are in the step Coding by accounts payable. |
|
Circulation |
Overview of all invoices that are in the workflow including in the step Approving and splitted invoices. |
|
Issues |
Overview of invoices whereby actions are needed such as Advice, Unknown vendor and Route unknown. |
|
Overdue |
Overview of invoices already past due or x number of days before due date. X number of days before due date is taken from Setup → Platform → Notification settings → Due date → Days before due date |
| *Discount | Overview of invoices that can be paid at a discount. *This functionality is only available if 'Payment terms' is used in ISPnext (Setup → Financial setup → Payment terms). |
By clicking on the icon it is possible to specify which quick access blocks will be shown in the invoice overview. By ticking the asterisk
. After checking the Quick access block the setting can be saved by clicking
.
When unchecked, the quick access block is no longer shown in the invoice overview. It is possible to navigate to the filtered overview via the edit
icon and then click on the Quick Access block.
A pop-up will show where it is possible to give the Quick Access filter a name and save it directly as a favorite by clicking on 'Add to favourites'. In this way the filter will right away show in the invoice overview.
When favorite Quick Access blocks are hidden in the invoice overview due not enough space, it is possible to scroll between quick access blocks in te overview by using the < > arrows on the keyboard.
Note: only the custom quick access filter can be edited, fixed Quick access cannot be edited. Besides that, only filters from the advanced search can be saved as a Quick Access block. When trying to save or create a new Quick Access filter with specific column filters turned on, the column filters will not be saved as the Quick Access block, just the filters from the Advanced Search.
By clicking on the icon it is possible to specify which quick access blocks will be shown in the invoice overview.
By ticking the asterisk . After checking the Quick access block the setting can be saved by clicking
. When unchecked
, the quick access block is no longer shown in the invoice overview. It is possible to navigate to the filtered overview via the edit
icon and then click on the Quick Access block.
It is possible to delete a custom quick access block by clicking on the trash icon .