Contractor Invoice Access Module Manual

Transcription

1 Contractor Invoice Access Module Manual Facilities Services Division Facilities Contracts Services 1

2 Accessing the Module The Contractor Invoice Access Module allows contractors to check the status of invoices online. In order to access the Invoice Access Module,, go to which will take you to the Facilities Services Division (FSD) website. At the FSD website, you will see seven silver tabs across the upper portion of the webpage. Click the tab entitled Contractor. Contractor 2

3 Accessing the Module (cont.) Upon clicking Contractor,, you will be taken to the Contractor homepage. At this webpage, you will see the heading Certified Payroll Login in the upper left corner, under the silver tabs. To log into the Invoice Access Module,, enter the e address and password that you use to access the Online Certified Payroll Reporting (CPR) System. After entering your e address and password, click Log In. Note: : if your company does not have access to the Online CPR System, you can register for access by clicking FSD Vendor Registration,, which is located under the login fields. Login here FSD Vendor Registration 3

4 Accessing the Module (cont.) Once you have successfully logged in, you can access the Contractor Invoice Access Module by clicking the link located under the Online Tools heading. Moreover, you can access the Online CPR System by clicking the link, located above the Contractor Invoice Access link. Invoice Access 4

5 Viewing Invoice History The screenshot below is the Invoice Access main page. To view the Invoice History for a particular contract, click the down arrow next to the Select Contract drop-down down menu. Select Contract 5

6 Viewing Invoice History (cont.) After you click the down arrow, the Select Contract drop- down menu will reveal the contract invoices that are available to your company for viewing. To select a contract, click the contract you wish to view. Then, click Display Invoices to view the information. Display Invoices 6

7 Viewing Invoice History (cont.) The example below shows invoices for Contract No You can view Vendor Name, Contract Number, Invoice Amount, Invoice Date, County Release Date, Anticipated Delivery Date and Status in the table provided. The total for Invoiced Amounts can be viewed at the bottom of the table. To view information applicable to each invoice number specifically, click the highlighted invoice number. Likewise, you can view invoices for another contract by selecting a different contract number from the drop-down down menu and clicking Display Invoices. Display Invoices From Another Contract View Individual Invoice 7

8 Viewing Invoice History (cont.) After clicking on the Invoice Number, you can view the information specific to that invoice. As shown below, you can view various elements of the invoice, as well as payment information, if applicable. When you are finished, you can click Return to Invoices to return to the invoices for a contract, or Invoice History to return to the main Invoice Access page. Return to Invoices View Specific Information 8

9 Frequently Asked Questions At any time during your Contractor Invoice Access Module session, you can check on answers to frequently asked questions by clicking the FAQ link at the top center part of the screen. FAQ 9

10 Frequently Asked Questions (cont.) The FAQ,, or Frequently Asked Questions,, section is where answers to common questions are listed for your convenience. If, at any time, you have questions about functions in this module, you will probably find the answer here. To find the answer to a frequently asked question, refer to the list of questions at the top of the screen. Then, click the question this action will lead you automatically to the answer on this webpage. You may also browse the questions and answers by scrolling down with your browser (by dragging the scrollbar, located to the right of your browser s s window, downward). Click a Question 10

11 Frequently Asked Questions (cont.) After having clicked the question, you will be directed to the answer. In the example below, Question 11 had been clicked, directing the user to the answer. Once you have finished reading the answer, you can either scroll to the top of the webpage, or click Top to take you back to the list of questions. Then, when you have finished reading the questions and answers that were of interest to you, you can click Invoice History at the top, which will return you to the module s main page. Top 11

12 Concluding your Session Once you have reached the main page of the Contractor Invoice Access Module,, you can either view other invoice histories or conclude your session. You can conclude your session in two ways. The first way is by clicking Contractor Main.. This will return you to the Contractor page of Keep in mind that this will NOT log you out it will only redirect you to The second way is by clicking Log Out,, located in the upper right corner. This will log you out of Contractor Main Log Out 12

13 Concluding your Session (cont.) Once you log out of the Contractor Invoice Access Module,, you will be taken to the main page. You may now close your browser. 13