Audience: Accounting Manager and Invoice Approver (if enabled)
Summary: Reviews how to manually code an invoice in MineralTree.
This article contains:
- Manual Invoice Entry
- Manual Entry From a Document in the Inbox
Manual Invoice Entry
Invoices can be created by clicking into the Inbox view and clicking on the + sign on the top right.
Once you click that, 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 creation–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 create an invoice manually you still have automatic invoice coding. When you select a vendor name, it will automatically populate the coding from that Vendor's Profile in MineralTree.
When you begin to type in an existing vendor name, the dropdown will populate and you should select the appropriate vendor.
Once you select the vendor, default coding preferences set at the company and vendor levels will apply.
The gross amount on the summary level 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 Profile Page.
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.
When working in the Inbox List View, you'll click into the Invoice hyperlink.
From there, click Create Invoice.
When working in the Card View, you'll click the document name hyperlink to access this screen.