Setting Up Invoice Register and Payable Invoice Display Types

Display types determine which fields appear on the Invoice Register and Payable Invoice screens. You can have as many display types as you need. Defining display types allows you to select the appropriate screen configuration from the Display Type list on the Invoice Register and Payable Invoice screens.

On the PAYscan Administration side menu, select Setup > Display Settings > Payable Display Types > Add Display Types. The Payable Display Type screen appears.

Code	Type a code for the screen configuration.
Description	Type a brief description of the screen configuration.
Notes	Type notes about the screen configuration.
Regional Settings	Select the fields you want to display on the Invoice Register and Payable Invoice screens: 1099 Displays the Exclude from 1099 check box. VAT If you have Voyager International Property Management, select this check box to display the VAT (Value Added Tax) field. VAT 2 If you have Voyager International Property Management, select this check box to display the VAT2 (second Value Added Tax) field. From/To Dates Displays the From Date and To Date fields. Currency If you have Voyager International Property Management, select this check box to display the currency field: Total Amount (with select currency list), Base Amount, Exch Rate, and Exch Rate Date. Acct Description Displays the G/L account description. Notes 2 This field label appears only if you have Voyager International Property Management. Select this check box to display the 2nd Note field. Intercompany If you have Intercompany setup, select this check box to display the Company field. TaxPoint, Tax Inv If you have Voyager International Property Management, select this check box to display the fields: Taxpoint Date and Tax Inv Number. Prop Description Displays the property description.
Job Cost Settings	If you have Voyager Construction Management, select those fields you want to display on the Invoice Register and Payable Invoice screens: Job Cost Displays the Job and Category fields. Job/Categ Req If you selected Job Cost and you also want to make the Job and Category fields required, select this check box. Retention Displays the Retention and Retention Account fields. Cost Code Displays the Cost Code field (which is labeled C). Contract Displays the Contract field and the Load Contract button. Draws Displays the Draw Info and Draw Date fields. 2nd Vendor Select this check box to display the 2nd Vendor field. This is useful for writing joint checks. Printed checks are made out to the primary vendor and the 2nd vendor.
Segments tab	If you are using segmented accounting (other than intercompany), select the Display check box beside the segment you want included on the Invoice Register and Payable Invoice screens. NOTE The segment PAYscan uses for intercompany does not need to be visible because PAYscan automatically assigns the intercompany segment (property code of the funded property). If you want to require users to complete a segment, select the Display and Mandatory check boxes.
Labels tab	To customize the field labels on the Invoice Register and Payable Invoice screens, complete this tab. Header Notes To modify the Notes field label on the Invoice Register header and the Payable Invoice header, type the label you want to appear, beside Header Notes, in the Label field. Detail Notes To modify the Notes field label on the Invoice Register, Details tab and the Payable Invoice, Details tab, type the label you want to appear, beside Detail Notes, in the Label field. Detail 2nd Notes If you have Voyager International Property Management and you want to modify the 2nd Notes field label on the Invoice Register, Details tab and the Payable Invoice, Details tab, type the label you want to appear, beside Detail 2nd Notes, in the Label field. Tax1 If you have Voyager International Property Management and you want to modify the Tax field label on the Invoice Register, Details tab and the Payable Invoice, Details tab, type the label you want to appear, beside Tax1, in the Label field. Tax2 If you have Voyager International Property Management and you want to modify the Tax2 field label on the Invoice Register, Details tab and the Payable Invoice, Details tab, type the label you want to appear, beside Tax2, in the Label field.

Code

Type a code for the screen configuration.

Description

Type a brief description of the screen configuration.

Notes

Type notes about the screen configuration.

Regional Settings

Select the fields you want to display on the Invoice Register and Payable Invoice screens:

1099 Displays the Exclude from 1099 check box.

VAT If you have Voyager International Property Management, select this check box to display the VAT (Value Added Tax) field.

VAT 2 If you have Voyager International Property Management, select this check box to display the VAT2 (second Value Added Tax) field.

From/To Dates Displays the From Date and To Date fields.

Currency If you have Voyager International Property Management, select this check box to display the currency field: Total Amount (with select currency list), Base Amount, Exch Rate, and Exch Rate Date.

Acct Description Displays the G/L account description.

Notes 2 This field label appears only if you have Voyager International Property Management. Select this check box to display the 2nd Note field.

Intercompany If you have Intercompany setup, select this check box to display the Company field.

TaxPoint, Tax Inv If you have Voyager International Property Management, select this check box to display the fields: Taxpoint Date and Tax Inv Number.

Prop Description Displays the property description.

Job Cost Settings

If you have Voyager Construction Management, select those fields you want to display on the Invoice Register and Payable Invoice screens:

Job Cost Displays the Job and Category fields.

Job/Categ Req If you selected Job Cost and you also want to make the Job and Category fields required, select this check box.

Retention Displays the Retention and Retention Account fields.

Cost Code Displays the Cost Code field (which is labeled C).

Contract Displays the Contract field and the Load Contract button.

Draws Displays the Draw Info and Draw Date fields.

2nd Vendor Select this check box to display the 2nd Vendor field. This is useful for writing joint checks. Printed checks are made out to the primary vendor and the 2nd vendor.

Segments tab

If you are using segmented accounting (other than intercompany), select the Display check box beside the segment you want included on the Invoice Register and Payable Invoice screens.

NOTE The segment PAYscan uses for intercompany does not need to be visible because PAYscan automatically assigns the intercompany segment (property code of the funded property).

If you want to require users to complete a segment, select the Display and Mandatory check boxes.

Labels tab

To customize the field labels on the Invoice Register and Payable Invoice screens, complete this tab.

Header Notes To modify the Notes field label on the Invoice Register header and the Payable Invoice header, type the label you want to appear, beside Header Notes, in the Label field.

Detail Notes To modify the Notes field label on the Invoice Register, Details tab and the Payable Invoice, Details tab, type the label you want to appear, beside Detail Notes, in the Label field.

Detail 2nd Notes If you have Voyager International Property Management and you want to modify the 2nd Notes field label on the Invoice Register, Details tab and the Payable Invoice, Details tab, type the label you want to appear, beside Detail 2nd Notes, in the Label field.

Tax1 If you have Voyager International Property Management and you want to modify the Tax field label on the Invoice Register, Details tab and the Payable Invoice, Details tab, type the label you want to appear, beside Tax1, in the Label field.

Tax2 If you have Voyager International Property Management and you want to modify the Tax2 field label on the Invoice Register, Details tab and the Payable Invoice, Details tab, type the label you want to appear, beside Tax2, in the Label field.

On the PAYscan Administration side menu, select Setup > Display Settings > Payable Display Types > Review Display Type. The Payable Display Type filter appears.

Complete the filter and click Submit. The Payable Display Type screen appears.