General Navigation of Image Manager
General Navigation of Image Manager
This document demonstrates basic navigation in Image Manager.
STEP 1: Click the Image Manager link.
STEP 2: For each folder, a number in a brackets (XX], represents a new document that needs to be addressed. Click the (+) Vendor Invoices button to expand the folder..
STEP 3: Click a PDF and note the lower-left box.
STEP 4: Navigation buttons in the lower left box are as follows:
Prev = View the Previous document in the folder.
Next = View Next document in the folder.
Upload = Upload a new document.
Query Mode = Allows a user to query on specific fields to find the documents/data desired.
Move = Move a document from one folder to another. (Available to Corporate AP only)
Delete = Delete Document. (Available to Corporate AP only)
Save = Used as a "Save Draft" mode. A user is not ready to "Route the document for approval."
Submit = Submit document for further processing/approval.
Upload Multiple Documents = Allows new documents to be uploaded into the system, not related to the current document on the screen.
STEP 5: Click the 1. UI Config button.
STEP 6: Two (2) options are available for viewing.
Option 2a. - (Embedded) Default view will show the PDF and the data sheet in the same window.
Option 2b. - (Separate Window) will break the PDF document out into a separate window. Great tool for a dual monitor set up.
STEP 7: Click the UI Configuration Window radio button for your screen preference
STEP 8: Click the Apply button.
In the upper-left box, Status list can be used to filter certain document status.
STEP 9 Click the Status list
STEP 10: Select *All - Show All documents no matter the status.
Not Submitted = Corporate AP has yet to complete processing
Pending = Within the Approval Process
Rejected = Rejected
Submitted = Submitted to Corporate AP for Posting/Payment
STEP 11: Click Posted
Not Posted = Not yet processed for payment
Posted = In the queue for Payment
STEP 12: Click the Types list.