Embedded Files
Getting the Invoice List
Getting the Invoice List
This customized report will provide a list of all the university's Amazon invoices from the past 12 weeks.
Log into Amazon using the lib-ts@tiu.edu account (the password is in the lib-eresources LastPass vault).
Click Hello Rolfing > Business Analytics.
On the Business Analytics page, click Reports > Your Reports, then click on Invoice Info.
Click the orange Download CSV button to get the invoice report.
Finding New Invoice Numbers
Finding New Invoice Numbers
The Amazon tab on the budget spreadsheet will filter the report and will not only provide you with a list of library-specific invoices, but will also tell you which of these need to be processed.
Open the Amazon Invoice Report CSV and copy all its information (Ctrl+A & Ctrl +C).
Navigate to the Library Budget Spreadsheet and click on the Amazon tab.
Clear any existing information in cells I3:Y by selecting the cells and pressing the Delete key.
Select cell I2 and paste in the information you've copied (values only) using Ctrl+Shift+V.
In the shaded section on the left side of this worksheet, all the library invoices will be listed; any that are not currently in the budget spreadsheet will show a checkmark in the Add to Budget column.
Downloading Invoices from AMazon
Downloading Invoices from AMazon
We need to maintain copies of all library invoices for our own records, and we must also send copies off to the university business office for payment. We've developed specific naming conventions to keep the large number of invoices in the Rolfing Drive neatly organized.
In the budget spreadsheet, copy the number of any unprocessed (i.e., not in the budget spreadsheet) Amazon invoice by clicking the appropriate cell in Column C and pressing Ctrl+C.
Go back to the Invoices Info report in Amazon Business analytics and press Ctrl+F to find, then Ctrl+V to paste in the invoice number you copied. (The page should jump to that invoice number; if it isn't found, you may need to go to the next page in the report.)
Click on the invoice number in the report and a new browser tab will pop up with a PDF of the invoice.
Download and save the invoice using the following naming conventions: Amazon_YYYYMMDD_InvoiceNumber. (In the example case, the file name would be Amazon_20230516_1DJN-VYTJ-3JMP.pdf.)
Upload the invoice to the Active Invoices folder in the Budget section of the Rolfing Drive.
Continue to locate, download, save, and upload any remaining new invoices by repeating this process.
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