AiM Version 8.0 CONSULTANT INVOICE (SECURITY PROJECT)
Tony Meena (307) 777‐5946
1. After logging into AiM click on the "Accounts Payable" link on the left hand side of the screen.
NOTES:
AiM 8.0 Consultant Invoice User Guide
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Tony Meena (307) 777‐5946
2. In the menu click on the (New), button next to Consultant Invoice. A new consultant invoice will be created
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AiM 8.0 Consultant Invoice User Guide
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Tony Meena (307) 777‐5946
3.
‐Click the button to query all your consultant contracts
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AiM 8.0 Consultant Invoice User Guide
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Tony Meena (307) 777‐5946
4.
‐Select your consultant contract from the query result by clicking on the contract number
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AiM 8.0 Consultant Invoice User Guide
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Tony Meena (307) 777‐5946
5.
‐Enter a description for your consultant invoice ‐Enter your own personal consultant invoice number, i.e. CONSUL INV 1 ‐Put todays date in the "Date Submitted" field ‐Put todays date in the "Submitted Date" field ‐Click the button
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Tony Meena (307) 777‐5946
6.
‐Check the boxes next to the lines you want to request money on. You can do one line or multiple lines. Click the button when done.
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Tony Meena (307) 777‐5946
7.
‐Enter the amounts you are requesting on each line item. Click the button.
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Tony Meena (307) 777‐5946
8.
‐Click on the "User Defined Fields" on the left
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AiM 8.0 Consultant Invoice User Guide
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Tony Meena (307) 777‐5946
9.
‐Enter the service date from and to. Click the button.
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Tony Meena (307) 777‐5946
10.
‐Click on the "Related Documents" link on the left side
11.
‐Click the button on the right hand side of the screen
AiM 8.0 Consultant Invoice User Guide
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Tony Meena (307) 777‐5946
12.
‐Click the button
13.
‐Double click on the pdf scan you want to attach NOTES:
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Tony Meena (307) 777‐5946
14.
‐Click the button
15.
‐The name of your file defaults into the title box, you can leave the name or change it ‐Use the icon in the type box and select document type "PAY REQUEST‐DISTRICT" ‐Press the button when done
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Tony Meena (307) 777‐5946
16.
‐We don't assign "Attributes" to documents so press the button to go to the next screen
17.
‐We don't assign "Permissions" to documents so press the button to go to the next screen
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Tony Meena (307) 777‐5946
18.
‐This screen will show your document itemized on the bottom tab. If you need to add another document repeat steps 11‐17. Click the button when done.
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