Only the user assigned to a batch can view its invoice images. You must claim a batch before you start coding. This keeps everyone working from a clear, conflict-free queue.
Follow these steps to access an invoice batch:
In CINC, go to Vendors > Assign Invoices.
OR
In CINC with universal navigation, go to Payables > Invoices > Assign invoices.
The Assign Invoice page displays. Select the appropriate date and batch number from the Batch drop-down list.
Click Assign to Me to assign the batch to yourself.
OR
Select a user from the User drop-down list and click Assign.
The batch name displays the assigned user's name, or displays MY BATCH if you assigned it to yourself. The PDFs only display to the assigned user.
NOTE: If the PDFs don't display, enable the Auto Display Image toggle.
In CINC, go to System > User Preferences> Module Settings.
OR
In CINC with universal navigation, go to Settings > User Preferences> Module Settings.
To reassign or unassign a batch, click Unassign.
The Unassign/Reassign Batch window displays. Do one of the following:
Click Cancel to leave the batch assigned to the current user.
If you want to unassign the batch, click Unassign.
If you want to reassign the batch to another user, select the new user and click Reassign.
NOTE: Security permissions must be granted before you can assign invoice batches to other users.
Once a batch is assigned to a user, the uploaded invoice attachments display alongside the information fields for coding. Refer to Viewing an Invoice Attachment.