Expense Line Buttons - IAConnect - English - Foundation 22.1 - OnBase - external

Add: Adds a new expense line to the database.

Edit: Allows modifications to an existing expense line in the database.

1. Select the line to edit.

2. Click Edit to open the line in the edit area.

3. Make any required edits.

4. Click Update to save the changes and update the GL Coding line table.

Delete: Allows deletion of an existing expense line.

1. Select the line to delete.

2. Click Delete to remove the line. A message pops up to confirm the deletion.

3. Click OK to delete or Cancel to return to the line.

Delete All: Allows deletion of all expense lines.

1. Click Delete All. A message pops up to confirm the deletion.

2. Click OK to delete or Cancel to return to the line.

Copy: Copies one expense line to a new line. This reduces the amount of data entry required for an invoice voucher. This is useful in cases where the charge information is the same but a quantity or amount is different. The user is able to make just the needed adjustments instead of re-keying all of the values.

1. Select the coded line to be copied.

2. Click Copy to open a copy of the selected line.

3. Make any required edits.

4. Click Add to add the new expense line.

PO Line Editor: Launches a control that allows a user to match PO lines from the open PO to the current invoice. This action is often done directly from the Indexing control but it can also be accessed from the GL Coding control directly. The PO Line Editor pulls all of the displayed information from the PO_LN table and provides some additional validation for 2-way and 3-way matching rules.

See the main Usage chapter for more information on Editing PO Line Item Information Using the PO Line Editor.

Clear All: Clears all of the data entry fields in the edit section.

Recall: Duplicates all of the lines from the last invoice entered for the same vendor. This can be used for recurring invoices with charges that repeat each month where you don't want to retype of the expense data again. This button cannot be used if previous rows exist.

Expand All and Collapse All: Expand or collapse all PO lines already added to the invoice. Expanded lines show all of the fields related to that line.

Export to Excel: Exports all of the saved expense lines to an Excel file.