Invoice Instructions

Client and Vendor Invoice Instructions have been added as options beneath the Instructions tab in the navigational menu.

Users can create instructions for vendor or client invoices in the same way other instructions can be created by clicking the plus sign in the upper righthand corner of the grid. There is an option to toggle for Cascade and choose to filter by priority, brand, class, category, problem, facility, client, vendor, region, district, division name, department name, country, state and city.

After the invoice is created, the Instructions will appear in the Description Field by Default unless there is a description already in place, such as duplicated invoices or invoices that have been imported.