Task Management
The Manage Tasks page displays the invoices assigned to you, their arrival and due dates, and the amounts. If you have been assigned Task Management permission by the Disburser Administrator, you can select invoices and reassign them to other individuals in your group. If the role assigned to you has View permission associated with selected Group(s), only Disburser users within the associated Group(s) are visible to you.
Additionally, only tasks of the same type (user or group) can be reassigned at the same time. The Reassignment function does not check against any existing task delegations. You can reassign a task to a user or group that has a valid task delegation.
Search
There are two types of search: Basic and Detail.
Basic
For the Basic search, enter a value in the Any Field text box. IPP searches for this value in all of the fields. You can also use the percent sign (%) as a wild card. If you do not enter a value and click Search, IPP returns all entries.
Detail
For a Detail search, enter values in any of the following fields:
-
Task Owner - If you know the owner's name, enter it in this field.
-
Owner Type - Select All, User, or Workgroup
-
Invoice # - If you know the invoice number, enter it in this field.
-
Type - Select the type of task, or All tasks.
-
Date Sent - Enter the oldest date in the From field and the latest date in the To field.
-
Due Date - Enter the oldest date in the From field and the latest date in the To field.
Assign Task Table
The information in the table below describes the tasks that you can assign to other users.
|
|
|
 Check box
|
Select the check box to select a task to reassign to another user or work group.
|
|
Task Owner
|
Displays the owner of the task. The owner can be a user or a workgroup.
|
|
Invoice #
|
Displays the invoice number assigned to the invoice by the vendor.
|
|
Type
|
Displays the type of task. The types are:
-
Approval
-
Confirmation
-
Return a Level
-
Edit
-
Re-assign
|
|
Date Sent
|
Displays the date the invoice was sent.
|
|
Due Date
|
Displays the date the invoice is due. If the invoice is subject to prompt pay penalties, the number of penalty days is also displayed.
|
|
Amount
|
Displays the amount of the invoice.
|
|
Discount Available
|
Displays the amount of a discount, if any. The discount is applied if the invoice is paid by the discount date.
|
|
Reassign button
|
Click to reassign the task selected.
|
Related Topics
Related Procedures