Accounts Payable Manager Overview

The screen that appears when you click on AP Manager allows the customization of the way records are displayed in the grid

• To add or remove columns to the Vendors section of the grid, right-click anywhere in the section and choose Select Grid Fields (to add/remove columns from the Voucher section, you would right-click anywhere in the voucher section of the grid). The Customization box will appear. To add a column – drag a heading onto the grid; to remove a column, drag the heading to the Customization box.
• To arrange columns in the grid, click on and drag the heading to the position you want it in.
• To sort by a particular column, click on the heading for the column.
• To Filter the displayed records, click the arrow beside the column heading and select a filter
• Right-clicking in any section of the AP Manager View will provide a menu relative to the section you are in.
• To add a new voucher, vendor, or bank, click the New button while in the corresponding section of the grid.

The AP Manager View consists of four sections: Vouchers, AP Monitor, Vendors and Banks. Together they form a grid view of the AP Module.

Button Bar

If you have completely unrestricted rights to all functions within Orion Accounts Payable, you see the following options on the Button Bar:

New: Depending on which section you are currently sitting in (Vouchers, Vendors, or Banks), clicking on “New” will give you access to adding a new voucher, vendor or bank.

Edit: Depending on which section you are currently sitting in (Vouchers, Vendors, or Banks), clicking on “Edit” will give you access to edit a highlighted voucher, vendor or bank.

Delete: Depending on which section you are currently sitting in (Vouchers, Vendors, or Banks), clicking on “Delete” will give start the Delete process on the highlighted voucher, vendor or bank.

Reports: This button will display the “Reports Menu”

Action: Clicking on this button provides access to the following: Enter, Post, and Pay vouchers; Check Vendor Status; Issue Quick Checks; Bank Reconciliation, 1099 Processing

Voucher Filter: Select criteria to narrow down vouchers that are displayed (Voucher Filter settings are saved on exit on a user basis)

Refresh: Redisplay active screen