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How do I view Manage Work Status list in Engine for Invoice Manag...

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How do I view the Manage Work Status list in Engine for Invoice Management?

1. Login to your account using your current username and password.
2. Click on the Asset / Lease Management Tab.
3. Click on the Invoice Management tab.  
4. Select the Engine tab.  
5. Hover on the Controls button and click on the Manage Work Status List. It will open in a new window.
6. Select the Client in the dropdown list.

How do I add the Manage Work Status list in Engine for Invoice Management?

1. Login to your account using your current username and password.
2. Click on the Asset / Lease Management Tab.
3. Click on the Invoice Management tab.  
4. Select the Engine tab.  
5. Hover on the Controls button and click on the Manage Work Status List. It will open in a new window.
6. Select the Client in the dropdown list.
7. Click on the Add button to add the new data.
8. Fill the required details.  
9. Click on the Save button.
10. It will open a Popup message. Click on OK.  

How do I edit the Manage Work Status list in Engine for Invoice Management?

1. Login to your account using your current username and password.
2. Click on the Asset / Lease Management Tab.
3. Click on the Invoice Management tab.  
4. Select the Engine tab.  
5. Hover on the Controls button and click on the Manage Work Status List. It will open in a new window.
6. Select the Client in the dropdown list.
7. Click the asset from the grid which you want to Edit.
8. Click on the Edit button to edit the data.
9. Fill the required details which you want to require.
10. Click on the Save button.
11. It will open a Popup message. Click on OK.  

How do I delete the Manage Work Status list in Engine for Invoice Management?

1. Login to your account using your current username and password.
2. Click on the Asset / Lease Management Tab.
3. Click on the Invoice Management tab.  
4. Select the Engine tab.  
5. Hover on the Controls button and click on the Manage Work Status List. It will open in a new window.
6. Select the Client in the dropdown list.
7. Click the asset from the grid which you want to Edit.
8. Click on the Delete button.
9. It will open a Popup message. Click on OK.  
10. Another Popup message will be open. Click on OK.  

How do I reorder Manage Work Status list in Engine for Invoice Management?

1. Login to your account using your current username and password.
2. Click on the Asset / Lease Management Tab.
3. Click on the Invoice Management tab.  
4. Select the Engine tab.  
5. Hover on the Controls button and click on the Manage Work Status List. It will open in a new window.
6. Select the Client in the dropdown list.
7. Click the asset from the grid which you want to Edit.
8. Select the data grid to reorder and click on move Icon to move your row upward/downward.
9. Once you reorder the data it will open a Popup message. Click on OK.  

How do I view the audit trail of the Manage Work Status list for Invoice Management?

1. Login to your account using your current username and password.
2. Click on the Asset / Lease Management Tab.
3. Click on the Invoice Management tab.  
4. Select the Engine tab.  
5. Hover on the Controls button and click on the Manage Work Status List. It will open in a new window.
6. Select the Client in the dropdown list.
7. Click on the Audit Trail button. It will open Audit Trail page in a new window.
8. Select filter the fields as per the requirement.
9. Click on the Filter button to filter Audit Trail report.

How do I export audit trail of Manage Work Status list for Invoice Management?

1. Login to your account using your current username and password.
2. Click on the Asset / Lease Management Tab.
3. Click on the Invoice Management tab.  
4. Select the Engine tab.  
5. Hover on the Controls button and click on the Manage Work Status List. It will open in a new window.
6. Select the Client in the dropdown list.
7. Click on the Audit Trail button. It will open Audit Trail page in a new window.
8. Select filter the fields as per the requirement.
9. Click on the Filter button to filter the Audit Trail report.  
10. Click on the Export button, to export the data in your drive.
11. It will show you Popup asking whether you want to open or save the file.
Choose files or drag and drop files
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  1. Lauren Partridge

  2. Posted
  3. Updated

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