AIS – SIU Unit Payables Inquiry
Note: The results of your query will be limited to the invoices distributed to your assigned unit(s).
Step 1 - Login and Access
- Visit AIS Fiscal Officers and Delegates
- Login to AIS
- Enter your User Name and password
- Select SIU Unit Payables Inquiry, and the “Find Invoices” window will open
Step 2 - Finding Invoices
From the Find Invoices window complete at least one entry in either the Supplier or Invoice section.Enter the most useful criteria.
Supplier Section (best to enter only one field):
- Name - Note: Employee names will be in Mixed case and vendors (including individuals) will be in UPPER case.
- PO Number - - Key in PO #; Press Tab (name will auto-fill).
Invoice Section (most often used are invoice number and/or amounts):
- Invoice Number - Note: The invoice number is case sensitive. Invoices that contain letters in them are entered in UPPER case (of course there are always exceptions).
- Key in invoice # and add a % sign at the end; press Tab.
- Amounts:
- Key in a low dollar amount or the exact amount, press Tab.
- Amount from the first field will auto-populate the second field. Either leave as is or key in a high dollar amount.
- Note: The Invoices (SIU) window will open. If the window does not open or there are no results, look at the toolbar for a message.
Step 3 - View Choices
From the Invoices (SIU) window:
- View needed information from online invoice window. Use the scroll bars to view additional information
- Export into Excel
- Click File from the menu; click Export
- Save file to desktop
- Note: If you export into Excel, you will get the information as you see it in the columns on the Invoices (SIU) window.)
- View Account information
- Click the Distributions button on General tab
- Click on the X in the upper right corner to close the Distribution screen when done.
- View Payment information
- Click View Payments tab
- Click on Payment Overview for more information such as cleared date and pay method.
- Click on the X in the upper right corner to close the Overview screen when done.
- Note: if ‘Paid By’ = ‘Multiple’, this means one of two things. Either the check has been voided or the check has been voided and reissued.
