Search for Supplier Invoice and View Attachment

This guide provides a step-by-step approach to search for and view supplier invoices. It outlines how to filter by supplier name, invoice date, and payment status, ensuring users can quickly find relevant invoices. Additionally, the guide explains how to view detailed invoice information and track approval processes, enhancing transparency and organization.

Loralee Quintero
14 steps
2 minutes

Workday

In the search bar, type "fin supp inv"

Click on Find Supplier Invoices

Click the "Supplier" field. and enter the name of the supplier. Press enter to bring up a list of matching suppliers.

Click on the checkbox for the supplier.

Click the "Invoice Date On or After" field to enter the invoice date or the beginning of a search range. You can enter an end date in the next field. If you know the supplier invoice number, you can enter it in the Supplier's Invoice Number field. Note: AP doesn't enter leading zeros or dashes.

You can filter by payment status. The options are Paid, Partially Paid, and Unpaid.. Once you've selected your parameters, click on the OK button at the bottom of the page.

This detail screen shows you the supplier invoice numbers, amounts, and the status for the invoice (in process or approved, not payment status).

The highlighted icon (at the left above the header row) allows you to rearrange the columns so that you can see the information arranged to your preference. The data may be sorted by clicking on the column header.

To sort by date, click on the Invoice Date header and select Sort Asceding or Descending. You can also search for a specific date. The filters are available for each of the columns.

To view the invoice, click on the magnifying glass in the far left column.

The payment status can be seen at the top of the screen.

Under Invoice Reference Information, you will see the settlement run in which the supplier was paid.

On the right, you will see the actual supplier invoice.

Scroll down and select the Invoice Lines tab to view the accounting information and PO information (if any). As with previous screens, you can reorder the columns to see the information in the order you prefer.

Click on Process history to see the approvers. If the invoice is still in process you will be able to see where it is int he process.