This page contains information relating to the first stage of enhancements to Creditor Invoices within both StrataMax and DocMax planned for release during 2026. These enhancements will provide a refreshed interface along with new methods to save creditor invoices in a more efficient manner while maintaining validation checks.
The refreshed Creditor Invoice will be released as a Preview Feature meaning the legacy Creditor Invoice interface can still be accessed if required.
Refreshed Creditor Invoice Interface
The redesigned Creditor Invoice interface brings all key functions together on a single screen, reducing the need to navigate through multiple clicks &/or menus. Some of the additional changes to improve the process include:
- Ability to save the creditor invoice to the old financial year.
- Earlier identification of a possible duplicate invoice, which will complete the check as soon as the invoice number is entered and again when saved.
- New Invoice duplication security permission (Allow Creation of Invoices with Duplicate Numbers) to control which users are allowed / not allowed to override duplicate invoice checks.
- When entering invoices from the work queue, there is now the ability to skip a document which will leave the document in the work queue however the next document will load for entry.
- Work Order count will be included in the Creditor account list to help select the appropriate Creditor & Work Order. The selection of a work order will use the search interface, adding the ability to locate the work order based on all fields.
Bulk Creation of Creditor Invoices from a Work Queue
Invoices entered into a DocMax Work Queue, that are complete and have no validation issues, can be saved in bulk with a single action. Any invoices requiring further details will need to be processed individually, with the option to easily skip any invoice if needed.
Creation of Creditor Invoices Direct from DocMax
Some offices prefer to complete data entry and validation directly within the DocMax Work Queue. Where this process is followed, you now have the ability to save creditor invoices directly from DocMax, while still maintaining the same validation and checks using the Creditor Invoice interface.
Click on Create Invoice to open the Creditor Invoice interface; any data populated in DocMax would be populated in the creditor invoice interface.
Additional Enhancements
- Additional functionality has been added to Creditor Invoice transactions accessed via Interactive Reports, Search Creditor Invoices & Local/Global Transactions
- Attach and remove linked documents
- Edit More Information
- Bill to Owner
- Add Pro Rata
- Reverse & Recreate the invoice
