Use Quick Clicks

  1. Click Invoices. The Quick Clicks tab on the Invoices page opens.

  2. Define your filter criteria. Options are: Received (select a time period), Work Lists, and All Invoices.

    Details about the All Invoices options follow. See Create Work Lists for details about work lists.

    Tip: Click the All Invoices link just below the Work Lists heading to clear the filters.

    FieldDescription
    By Type

    Select an invoice type.

    • Debit
    • Credit
    By Method

    Select an invoice method.

    • Electronic
    • Email
    • Portal
    By Format

    Select an invoice format.

    • EDI – Identifies an invoice that was transmitted electronically to a trading partner through the GHX Exchange
    • PDF – Identifies an invoice that was transmitted as a PDF file
    • XRechnung – Identifies an invoice that was transmitted by email in the German XRechnung standard
    • ZUGFeRD – Identifies an invoice that was transmitted by email in the German ZUGFeRD standard
    By Channel

    Select an invoice channel.

    • Exchange – The invoice was sent through the GHX Exchange
    • eInvoicing – The invoice was sent through eInvoicing
    • PEPPOL – The invoice was sent through the PEPPOL eDelivery network
    • TradingNet – A GHX channel consolidation used to manage invoice cycle transactions for partners who are not currently on the GHX Exchange
    By Status

    Select an invoice status.

    • In process – The invoice was sent and is still in process at GHX (the status is not Failed or Delivered)
    • Failed – The invoice was sent but has encountered a processing error
    • Delivered – The invoice was sent and received at the end point
    • Stopped – The invoice was sent but was later stopped by a GHX rule
    • Parked – The invoice has been parked pending further action; invoices are parked based on defined business rules
    • Paid – The invoice was sent, received, and paid

    Note: When an invoice has a Failed status, and a GHX representative intervenes to reprocess that invoice, the application drops it from the Failed invoices list.

    Each invoice is uniquely classified and grouped under one of four categories:

    • Processing

    • Delivery

    • Validation

    • Relationship

    Other

    The Other section contains the following fields and options.

    • Method – How GHX sends the invoice. Options are:

      • Electronic – My Exchange users click the Invoices tab in the My Exchange application; this method is available for integrated partners

      • Email – eInvoicing delivers invoices to the customer by attaching a PDF, ZUGFeRD, or XRechnung file to the email message; human-readable files can be encrypted based on the organization's configuration settings

      • Portal – Identifies this as an invoice for a non-EDI capable customer; see Use the Web Portal for details

    • Channel – The transactional method in which the invoice is delivered. Options are:

      • Exchange – The invoice activity originated through the GHX Exchange

      • eInvoicing – The invoice activity originated through the GHX eInvoicing application

    • Format – The format standard of the invoice that GHX delivered. Options are:

      • PDF – A human-readable file format

      • EDI – A machine-readable file format

      • XRechnung – A machine-readable file format used for public contractors in Germany

      • ZUGFeRD – A human-readable and machine-readable (embedded XML) file format

    • Type – The purpose of an invoice. Options are:

      • Debit – A document issued by a seller to a buyer to notify them of current debt obligations

      • Credit – A document issued by a seller to a buyer to correct a mistake on an order or an invoice, or to refund an amount paid for products or services

    • By Failure Type – The destination where an invoice failed. Options are:

      • Failed at GHX – The invoice failed at GHX

      • Failed at VAN – The invoice failed at a Value-Added Network

      • Failed at Public Access point – The European-compliant invoice was sent to a public administration access point (for example, the State Tax Administration Agency in Spain), where it failed

      • Failed at Trading Partner – The invoice was sent but failed at the trading partner

    • By Supplier Division (Top-5) – Select to view invoices sent by a specific supplier division

    • By Customer (Top-5) – As a supplier, select to view invoices sent by your top-5 customers

    PO Tracking

    Select an invoice exception type.

    • POs with incomplete Invoice Lines
    • POs with no Invoice
    • Invoices with Exceptions
    • Unknown Payer ID
    • Invoices without PO
    • Invoices with unknown PO
    • Invoice lines without PO
    • Invoice lines with unknown PO

    REQUIRES ATTENTION (ACTIONABLE IN APP)

    Select to view one of two options:

    • By Unknown Payer ID (Top-5)

    • By Blocked Email Addresses (Top-5)