{"id":4535,"date":"2016-11-07T10:58:48","date_gmt":"2016-11-07T15:58:48","guid":{"rendered":"https:\/\/carleton.ca\/facts\/?p=4535"},"modified":"2017-01-06T11:33:39","modified_gmt":"2017-01-06T16:33:39","slug":"tips-financial-services-insider-eshop-2-5","status":"publish","type":"post","link":"https:\/\/carleton.ca\/facts\/2016\/tips-financial-services-insider-eshop-2-5\/","title":{"rendered":"Tips from a Financial Services Insider: Checking the Status of a Document in eShop (2 of 5)"},"content":{"rendered":"

Now that eShop has been live for a year, the Accounts Payable team would like to share some common questions that have been asked and errors that have been made. \u00a0It is our hope that sharing them will save some of you the time and trouble of repeating the same errors.<\/p>\n

Tip #2: How do I check the status of a document in eShop?<\/h2>\n

When members of the Carleton community check on the status of a document (e.g. requisition, Purchase Order, or Invoice) in eShop, they usually want to know if a vendor has been paid or when will a vendor be paid.<\/p>\n

In eShop, use the following steps to determine the payment status of a requisition.\u00a0 This example uses a cheque requisition.<\/p>\n

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  1. In the search field at the top right hand of the screen, you can enter the requisition number.<\/li>\n<\/ol>\n

    \"findingreqnumberv4\"<\/p>\n

      \n
    1. Once you have opened the requisition, you can click on \u2018View Related Documents\u2019 on the left hand side of the screen. Note that this link will only appear if your requisition has completed the requisition workflow (i.e. a purchase order is issued).<\/li>\n<\/ol>\n
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      1. In the window that opens, click \u2018View\u2019 beside the invoice number that appears in the list of related documents.<\/li>\n<\/ol>\n

        \"findingreqnumberv6\"<\/p>\n

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        1. When you have opened the invoice, there will be a section called \u2018Payment Information\u2019.\n