Audience: Accounting Manager and Invoice Approver (if enabled)
Summary: How to manually code an invoice in MineralTree.
This article contains:
Manual Invoice Entry
Invoices can be created from the Inbox. To access the Inbox, click the envelope icon on the top right of MineralTree.
Click on the plus sign (+ icon) on the top right of the Inbox.
Once you click the plus sign (+ icon), you'll have the option to “Create invoice without a document”. This will initiate manual entry of your invoice data. You can add documents directly to the invoice after it has been created and saved – refer to Attach Additional Documents for detailed instructions.
Invoices created within MineralTree are initially saved in a draft status. Once posted to the accounting system, invoices will be available for payment in MineralTree.
When you manually create an invoice, automatic invoice coding is still available. Once a vendor's name is selected, MineralTree will automatically populate the default coding from that Vendor's Profile in MineralTree.
Select the appropriate vendor by typing in an existing vendor name and choosing from the dropdown.
Please note: new vendors must first be created in the accounting system.
Once you select the vendor, default coding preferences set at the company and vendor levels will apply.
The gross amount on the summary tab will automatically add any line-level net amounts that you code. If you would like to update your Vendor Profile Invoice Preferences you can do so on the Vendor's Profile Page by clicking on the Vendor's hyperlinked name.
Manual Entry From a Document in the Inbox
If a document is awaiting capture and you need it sooner, you can manually enter the data for this document, but it will still be charged for capture. To avoid capture charges, refer to the above instructions for Manual Invoice Entry and attach the invoice document after the invoice has been created using Attach Additional Documents detailed instructions.
When working in the Inbox List View, you'll click into the document name hyperlink.
OR when working in the Inbox Card View, you'll click the document name hyperlink.
Next, click Create Invoice.