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Training Tidbit: Can the system add up the detail lines on an invoice to calculate the total amount?

Yes, the system can be set to automatically add up all the detail line items and display the total in the header when entering (saving) invoices, purchase orders, and requisitions in Accounts Payable.

To have the system automatically add the line items when saving an invoice, purchase order, or requisition, complete the following:

  • From the Accounts Payable screen, select the Maintenance menu and then Accounts Payable System File.
  • Select the Automatically Calculate Totals on Data Entry field.  A checkmark will appear in the box if the field is selected.
  • Click the Save button to save your changes.

Note:  The Automatically Calculate Totals on Data Entry field applies to all users.  If the field is selected, the system will calculate the total when saving invoices in Accounts Payable, and purchase orders and requisitions in Accounts Payable and Web Link, if applicable.