Purpose
The purpose of this Quick Reference Guide (QRG) is to provide a step-by-step explanation of how-to Mass Validate Invoices in the North Carolina Financial System (NCFS).
Introduction and Overview
This QRG covers the steps to mass validate invoices.
Note: The invoice needs to be validated before the approval process begins.
Validate Invoices
To validate invoices in NCFS, please follow the steps below. There are 11 steps to complete this process.
Step 1. Log in to the NCFS portal with your credentials to access the system.
Step 2. Click the Payables tab. Click the Invoices app.
Step 3. Click the Tasks icon. On the Tasks pane, click the Validate Invoices.
Step 4. The Submit Request page opens. Fill in all the required parameters and click the Submit button.
Step 5. Confirmation message will be displayed.
Step 6. Click the Cancel button.
Step 7. You will be redirected to the Invoice Dashboard page, click on the Home icon.
Step 8. Navigate to Tools application and click on Scheduled Processes. This is the step to find out the status of the Validate Invoice program.
Step 9. The overview page is displayed and a list of all the processes are displayed. You can search for the process using the search criteria or scroll down and look for the process in the list.
Step 10. Click the Search arrow and enter the search criteria. You can use several criteria like Name, Process ID or the Submission Time to inquire for the process status. The process name to search for is - Validate Payables Invoices, click on Search button.
Step 11. A list of all the processes inquired on will be displayed with the status.
Wrap-Up
Validate Invoices using the process above.
Note: The invoice needs to be validated before the approval process begins.
Additional Resources
- Virtual Instructor-Led Training (vILT)