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 "student1".
Enter your password into the Password field.
Enter "
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 "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 "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 "%HR%" .
Enter your user name.
Enter a valid value e.g. "student1".
Enter your password into the Password field.
Enter a valid value e.g. "
Enter the amount you noted earlier.
Enter a valid value e.g. "1893.66"
In this example Enter a valid value e.g. "7671".
Enter a valid value e.g. "%HR%" .