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RealPage Accounting: Create AP Invoice in Site View
Create AP Invoice in the Workbench
1. Go to Workbench
2. Click Add > AP Invoice
3. Enter the details of the invoice:
- Invoice Number
- Invoice Date
- Total Invoice Amount
- Vendor
- Posting Date
- Due Date
4. In the Line Entry Type field, select one of the following options:
- Standard: Selecting this option populates the Standard Entries table.
Complete the following fields:
- Property
- Amount
- No Tax: Check this box if this entry does not have tax. Alternatively, leave this field blank and fill in the Tax field.
- Item Desc.
- QTY
- UOM
- Price
- Tax
- Shipping
- Discount
- Memo
- Department
- Unit
- Job Cost: Select this option if you implement the Job Cost application and this invoice should be entered as a Job Cost.
Complete the following fields:
- Property
- Job Name
- Cost Code
- Unit
- Item Desc.
- QTY
- UOM
- Price
- Memo
- Both: This option allows you to fill in the Standard and Job Cost entries tables at the same time.
5. Click the Plus or Trash Can icons to add or delete more entries
6. Click Submit
Create AP Invoice via a Document
1. In the Site View, go to the Document Dashboard tab
2. Click the Index ID of the document that you need to create an invoice for
3. Complete the following fields:
-
Invoice Number
-
Invoice Date
-
Vendor
-
Posting Date
-
Total Invoice Amount
-
Due Date
4. Once a Vendor has been selected, you can click the Match Order button. Once a Service Order has been selected and applied, the details of the service order will appear as an entry in the Standard Entries table.
5. Under Standard Entries, complete the following fields:
-
Property
-
Account
-
No Tax: Check this box if this entry does not have tax. Alternatively, leave this field blank and fill in the Tax field.
-
Amount
-
Tax
-
Shipping
-
Discount
-
Memo
-
Department
-
Unit
6. Click the Plus or Trash Can icons to add or delete more entries
7. Click either one of the following:
-
Save: This option will post the invoice or push the invoice for approval.
-
Draft & Next: This option will create a draft copy of the invoice and allow you to create a new invoice for the next document.
-
Submit & Next: This option will post the invoice or push the invoice for approval and allow you to create a new invoice for the next document.
