History Data Grid

The History Data Grid lists all posted Items, and is designed for on-screen inquiries into Accounts Payable history. Every posted Voucher will appear in this data grid, regardless of whether is has been paid, partially paid, or not paid.

One historic Voucher is generated for every original Voucher (including Grants), regardless of the number of lines and payment dates in the Payment Plan. Debit Memos and Prepaids can also be accessed through this Data Grid.

To find the desired record, click the arrow in the Search By drop-down box and select the field that you want to search by, and then enter the first few characters of the record’s information for the selected field in the Find Record field. The Data Grid will automatically scroll down as you enter each character. Scan the list of records until you find the one you need.

To open the selected record, make sure it is highlighted in the list and then either double-click on the record or click the tab where you want to view the record.

Note: You can configure the Item Entry Data Grid to display any fields that are associated with posted AP items. Refer to Configuring View Settings in the Introduction for more information on customizing your views.

Note: Vendor ID and Payee ID are displayed as columns on this grid.

History Data Grid