Create an AP invoice (PAS)

Updated
  • Updated on Mar 27, 2025
  • Published on Mar 18, 2025
  • 1 minute(s) read

Creating AP invoices in PAS is permission based

To access AP invoices, your account must have one of the following roles enabled:

  • Role: Company Admin, Accountant

  • Custom role with: AP invoices - Full access, Create and manage

To create an accounts payable (AP) invoice:

  1. In the left-side navigation, click the dropdown menu

  2. In the dropdown menu, select the name of the project that you want to see AP invoices for

  3. In the left-side navigation Accounting menu, click AP invoices

  4. On the AP invoices dashboard, click the + Create AP invoices button

  5. On the AP transaction page, enter its details. Once the required fields are complete, you’ll be able to add the AP invoice details. If you’re aging an AP invoice that will be paid by manual check or wire transfer, you can leave the Payment # and Payment date fields blank. When you post it to the General Ledger (GL), the AP invoice will be added to the Vendor payments dashboard, under Unpaid invoices.

  6. Click the Attach files button to upload documentation from your computer

  7. When you’re finished, click the Save button

List of AP invoices with details like vendor names, amounts, and statuses.

Select a project, click AP invoices, and then click the + Create AP invoice button

Form for AP transaction details including vendor, invoice, and payment information fields.

Enter the transaction details

Invoice details for casting services including amounts and payment information.

Enter the details in the table, and click the Attach files button to add documentation. When you’re finished, click the Save button.

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