Invoice Importer

About, Invoice/Quote, Knowledge Base, Process, Reports, Setup

This article provides instruction and information on the following: About Invoice Importer How to create an invoice transaction file that you can import into Paladin How to import invoice transactions into Paladin How to view a revenue report with imported invoice information About Invoice Importer With the Invoice Importer, you can import transactions from other […]

Data Viewer: Invoice settings

Invoice/Quote, Knowledge Base, Process, Setup

In Paladin’s Data Viewer, you can edit invoice purchase order numbers, project names, and invoice dates. Note: To make these changes, you must have manager credentials. In Paladin, from the top menu, select Maintain > Data Viewer. Select the Invoices tab. On the Invoices tab, on the View tab, specify the search criteria for the […]

Data Viewer: PO inventory

Inventory, Knowledge Base, Setup

  In the Paladin, you can view and export inventory information about purchase order items into an Excel spreadsheet.   To set this: In Paladin, from the top menu, select Maintain > Data Viewer. Select the Purchase Orders tab. In the Type list, select the type of purchase order you want to view or export […]