Locating Invoices

Users can locate invoices in snap via the Documents search.

Note

In snap the term Invoice refers to the manual entry of details. The term Document is used to indicate the digital copy of a supplier invoice.

Users must complete at least one of the fields marked with an asterisk below before running their search.

• Spend Type

• Card Pool

• Invoice ID*

• Deployment ID*

• Date Range*

• Uploaded By*

• Deployments Matched

• Invoices Matched

• You can exclude rejected documents and junk documents from your search results.

Searching for a document is a simple process.

1. Click the Documents icon.

2. Enter your search criteria.

3. Click the Search button to view your results.

All invoices matching the search criteria will be displayed. Users can view an invoice in detail by clicking the ID number.

The document details will display:

• Upload date

• Uploaded by

• Linked Deployment—this can be viewed by selecting the ID displayed. If you have already linked the document to a deployment, you will have the option to select Unlink Deployment.

• Linked Invoice—this can be viewed by selecting the ID displayed. If you have already linked the document to an invoice, you will have the option to select Unlink Invoice.

• Upload Method

• Download Document

  

Users can reject an invoice if any of the details are incorrect.

1. Select Options.

2. Click Reject Document.

3. Enter the reason for rejection.

4. Enter a contact method—either a fax number or email address.

5. Click Confirm.

For further information check the Managing Invoices help article.