Invoice Processing System (IPS) via Quickbase
How to submit a WIT or ECR to Accounts Payable using IPS 1.
From the Home tab click
2.
An Invoice Submission Form will open.
Note: All fields with a red asterisk * are mandatory. The yellow additional information about that field.
to the left of some field names will give you
A. From the Facility Number dropdown, choose the proper site. B.
If the invoice is to be divided between multiple sites, click on the
Invoice to Multiple Sites? check box. Then, in the text box that appears on the right, using the proper site numbers and amounts, let AP know how to divide up the invoice among the multiple sites. A. The Facility Name will automatically be filled in and today’s date will be entered in the Date of Submission field.
3.
In the Invoice Details section, you will enter all pertinent information for this invoice. A. WIT or an ECR? If you select ECR, a checkbox will appear, giving you the option to choose to have the check sent out via Express Mail (FedEx or Priority, depending on the situation).
B.
Vendor Name - enter the vendor name.
C.
Mail Payment to Alternate Address - when the check is to be sent to an address other than the one on the invoice, check this box and enter the correct address in the form that appears on the right.
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