PowerSchool ERP Fund Accounting

Process Invoices: Vendor Access Center Invoices

When vendors upload invoices using Vendor Access Center (VAC), the invoices need to be approved to move forward in the payable process.

From the Fund Accounting menu, select Entry and Processing. From the Payable Entry menu, select Batch Accounts Payable or Post Accounts Payable. From the Action Bar, select Vendor Access Invoices.

Alternatively, use the link in your notification email to open the Process Invoices page.

Action Bar

Menu

Description

Attachments

Opens the Attachments page to display documents related to the invoice and uploaded by the vendor.

Create Payables

Opens either the Batch Accounts Payable or Post Accounts Payable page.

  • If you navigated through the software, it opens the page from which you selected Vendor Access Invoices in the Action Bar.

  • If you opened the Process Invoices page from an email link, the Accounts Payable page is determined by the Workflow Configuration Profile's Invoices Forms tab and Payment Entry Type selection.

    • Batch: Opens Batch Accounts Payable page

    • Online: Opens Post Accounts Payable page

After you complete and submit the payable the invoice is removed from the list.

In the Workflow Configuration Profile, on the Invoices Forms tab, if you have selected Notify Vendors - Processing Invoice / Invoice Rejected, the vendor receives an email indicating the action.

Deny Invoices

You can reject an invoice after you review the details and attached documents.

  1. Select the invoice record.

  2. Select the Delete icon.

  3. In the confirmation dialog box, select Yes.

  4. Enter a required Denial Comment.

  5. Select Accept.

In the Workflow Configuration Profile, on the Invoices Forms tab, if you have selected Notify Vendors - Processing Invoice / Invoice Rejected, the vendor receives an email indicating the action.

Fields

Field Name

Description

Vendor

Vendor number

Vendor Name

Vendor name

Invoice

Invoice identifier entered by the vendor when uploading the document

Invoice Date

Invoice date entered by the vendor

Due Date

Due date entered by the vendor

Purchase Order

Purchase Order number entered by the vendor

Invoice Amount

Amount entered by the vendor

Comments

Optional comments if entered by the vendor