AP Credit Memos Functional User Manual Explained: Setup, Logic, and Examples

AP Credit Memos Functional User Manual

AP Credit Memos








AR Credit Memos Listing









Import









Step 1: Click the Action button 
Step 2: Select Import 










Step 3: Click Browse File and select the file you wish to upload 
Step 4: Click Upload to begin the import












After clicking Upload, the system redirects to the File Manager tab and displays a success message. The file status will initially show as Pending
The status will update automatically based on the backend cron cycle and may change to: Pending, Completed, Error (if any issues occur during upload)
Once the cron cycle completes and the file status changes to Completed, the Import tab will appear in the corresponding ap creditmemo detail page













Click the Action button to view available options for the uploaded file, click x (close) icon for close the pop up





AP Credit Memos Details


Click anywhere on an invoice row in the listing table to open the AP Credit Memos Details page












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