How do I look up invoices? (Connect Online) (2024.02)

Connect Online Accounts Payable

Use the AP Lookup widget to look up current and past orders by invoice number. The invoice detail will include the invoice description, GL account, purchase order number, quantity, unit price, amount and check number.

This page in Connect Online works like Vendor Inquiry in Connect Accounts Payable.

This page was updated with a new look and feel in the 2024.02 release. It includes a new tab to view attachments, export to PDF or Excel, links to show more detail, and a search bar at the top of the page.

What's new?

Column chooser includes the following fields: GL activity number, job number. (2024.11)

Looking up an invoice

1. Open My Dashboard.

2. Find the Accounts Payable Look up widget on My Dashboard.

3. Use the menu to select Invoices.

4. Enter an invoice number.

The invoices that match the search value will be displayed in the search results list.

5. Click to select an invoice number for the search results list.

6. Review the invoice detail.

202402, 2023Dec01