- NON-PO Invoice Approval
- NON-PO Invoice Approval
- "39beaeee-b241-4f71-8368-43ae3e50c195
- This will review the process for coding and approving a Non-Po invoice using Markview.
- Open a browser (preferred browser is
- Mozilla Firefox
- ) and go to www.ryerson.ca/ogf
- Click on the Markview link
-
-
- OR
- click on the link located in your notification email.
- In this example click on the
- Markview
- link.
- Enter your user name.
- Enter
- a valid value e.g.
- "
- student1
- ".
- Enter your password into the
- Password
- field.
- Enter
- a valid value e.g.
- "
- july2015
- ".
- Click on the Accounting Tab to edit the invoice amount and accounting lines.
- Click on the
- Accoutning Tab
- To edit the line you must first expand the line you are going to edit.
- In this example it is line 2.
- Click the
- expand arrow
- .
- First we need to add the amount.
- Click the
- Amount field
- Enter the amount you noted earlier.
- Enter
- a valid value e.g.
- "
- 1893.66
- "
- Click on the Distribution
- List of Values
-
- button.
- Leave the Company field with the default value "1"
- Click the Drop down menu for the
- Fund.
- A listing of funds will appear. Select the appropriate fund that will be charged.
- In this example select fund
- 11
- .
- Click the Drop down menu for the
- Cost Center
- .
- Click in the
- Cost Center
- input field
- Click on the Dropdown arrow.
- A listing of Cost Centers that Description contains HR will appear.
- Search for the desired Cost Center and Select it.
- In this example select the Cost Center
- 10222
- .
- Click on the
- Account
- Field.
- Enter in the
- Account.
- In this example Enter
- a valid value e.g.
- "
- 7671
- ".
- Click on
- OK
- You will now see that both the
- Amount field
- and
- Account Coding
- fields are complete.
- Click on
- Save
- to continue.
- Navagate back to the top of the viewer where you can select an Action button.
- Click on
- Approve
- to transition the invoice out of your working folder.
- If you have any comments you can enter it in the comments input box. If not you can just click on OK to proceed.
- In this example click on
- OK
- .
- You will see a message in the top left hand corner of the viewer indicating that the invoice has been successfully approved.
- The viewer will now automatically populate with the next invoice in your list of invoices you have to process.
- If you would like to navigate back to the full listing of invoices you can do so by clicking on the Return to List in the top right hand corner of the page or you can process the next invoice in the viewer below.
- In this example click the
- Return to List
- link.
- You are now back to the listing of invoices in your inbox that require your attention. You can now select any one of the Invoice Numbers listed to open and process the next invoice .
- Click on of the invoice numbers to complete this session.
- The top left section of the viewer contains all the header details. This includes the Suplier, Invoice Number, Date, and Amount.
- The top right hand corner of the viewer contains further information about the invoice and outlines the actions you can take on the invoice. This also includes any comments or questions the previous user that processed the invoice may have.
- The Accounting section will open. You can now view the current distrubution lines for the invoice.
- Looking at line 2.1 we see that both the amount and the GL Account information are required (highlighted in yellow). The Description Column displays the correct dollar value that needs to be paid.
- NOTE:
- Write down the Amount listed in the description field so that we can use it in the next few steps.
- Click the
- Edit the distribution
- button to continue.
- Line 2.1 will appear. Now the accounting details can be added to this line.
- Enter
- a valid value e.g.
- "
- %HR%
- " .
- Original Path
- Markview
- User Name:
- Password:
- OK
- Accounting Tab
- expand arrow
- Amount field
- Return to List
- Edit the distribution