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Accounts Payable Use Cases
The Accounts Payable Archive is home to all your purchase information including your Purchase Orders to vendors, their Packing Slips or Delivery Confirmations and finally Vendors’ Invoices that have been sent to you. With GlobalSearch C2 for Business Essentials, the ability to organize this information into easily referenceable records has never been easier.
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Viewing a Purchase Order in GlobalSearch C2 for Business Essentials
Accounts Payable Filing Structure
Accounts Payable documents are filed in GlobalSearch C2 for Business Essentials using the following Index Fields. These allow you to catalog your records in a standardized manner for easy retrieval.
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* The list of AP Record Types can be easily modified to fit the needs of your organization. Click here to learn more about editing Pick Lists.
** Currency formats can be changed easily for values outside of the U.S. Click here to learn more about managing fields; examples of various values can be found here.
Accounts Payable Search Definitions
Below is a list of the searches which have been specifically designed for the Accounts Payable practice area along with common use case scenarios for each.
A listing of Accounts Payable Searches
AP Records to Be Indexed - By selecting this search, the system will return all documents that are missing key data fields like Vendor Name. This is most commonly used for finding documents that have been scanned but have not yet been indexed.
All Accounts Payable - This Search allows you to search all Accounts Payable records with the results returned without a “tabbed” interface for separating the document types. This is especially helpful if you intend to export the results’ data to a spreadsheet for reporting purposes or in the event you wish to edit or bulk update a group of records.
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