The AP Flagging screen includes quick action icons on the right-hand side of each vendor and each invoice or credit. These icons let you quickly flag invoices for payment, create new invoices, view vendor details, and manage individual invoices or credits — all without leaving the screen.
There are two levels of quick actions:
Vendor-level quick actions
Invoice/credit-level quick actions
1. Vendor-Level Quick Actions
Flag All Invoices for a Vendor
Click the flag icon next to a vendor to flag all of that vendor's invoices to be paid.
Once flagged, the vendor row will turn green, indicating all invoices for that vendor have been flagged.
Create a New Invoice for a Vendor
Click the create invoice icon next to a vendor to open a new invoice form for that vendor.
Fill in the relevant details, such as:
Invoice date
Reference
Terms code (automatically selected)
Amount
Non-discountable amount
AP trade account
Complete the general ledger posting for the invoice (e.g., selecting the correct account, such as an expense account rather than an asset/inventory account).
Click the check button, then click Save to create the invoice.
Note: After adding a new invoice, the vendor row will turn orange, since the new invoice hasn't yet been flagged for payment. Clicking the vendor's flag icon again will flag the new invoice and turn the row back to green.
View Vendor Details
Click the view vendor details icon to open the vendor's information tab, which can include:
Default lead time
Freight per cube / freight per seat
Contact information
Account information
Brands carried
Buyers
Notes and files
Portal login/username/password
Default lead times by shipping method
This gives you a quick way to reference key vendor information — for example, a phone number — without leaving the AP Flagging screen.
2. Invoice/Credit-Level Quick Actions
To access these, expand a vendor to view its individual invoices.
View the Invoice
Click the eyeball icon to view the details of that specific invoice, including any installment payments already made.
Flag or Unflag an Individual Invoice
Click the flag icon next to the invoice to flag or unflag that specific invoice for payment.
Add a Note
Click the note icon to add a note to that individual invoice.
View Invoice Details/History
Click the details/history icon to see a full history of actions taken on that invoice — including flagging and unflagging activity — which is automatically tracked without any manual logging required.
Credits and Paid Invoices
The same quick actions are available for credits, showing credit details instead of invoice details.
The same actions also apply to paid invoices, with the addition of payment information specific to that paid invoice.
Summary
Vendor-level quick actions: flag all invoices for a vendor, create a new invoice for a vendor, or view vendor details.
Invoice/credit-level quick actions: view the invoice or credit, flag/unflag it individually, add notes, and view its history.
These quick actions let you manage flagging and invoice creation efficiently before moving on to actually paying the invoices.