Looking up a voucher or invoice in PeopleSoft
When logged into PeopleSoft, navigate from the Main Menu to:
- Accounts Payable
- Regular Entry
Click on the tab Find an Existing Value (current tab is highlighted in blue).
In the Business Unit field confirm or enter business unit number.
In the Invoice Number field enter invoice number in full. If searching for an N Form, enter the N Form number in full, eg. N021453 (or as an alternate, complete the Voucher ID: or Vendor ID: fields if known).
In the Voucher Style field click on the drop down box where 'Regular Voucher' is displayed and select the blank field.
Click Search to display the results. If many results appear, locate the required invoice.
Note: N Forms for staff members will not appear in this search, they are processed through the Expense Management System (EMS). If a staff member has not received payment within 2 weeks of submitting the N From, submit a query through askUWA by using Ask a Question.
Once in the payment Summary page navigate to the Payments tab.
In the Payment Information box, refer to the Scheduled Due; this is the date the invoice is scheduled to be paid.
If the scheduled date has passed, in the Schedule Payment box there should then be a Payment Date and Reference Number. This is the official date the invoice was paid and the payment reference number.
Note: if the payment method is WIR, the payment will be processed via cheque. If the payment method is EFT, the payment will be made directly into the vendor’s bank account.