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Check and Invoice/Pay app voiding process - Extremely inefficient and errors occur when removing the 5 hold code. It currently takes multiple steps to void an invoice. enter a reversing invoice and cancel out in CM clear entries,

  • Andrew Karr
  • Nov 8 2016
  • In Review
Company Messer Construction
Job Title / Role AP Mgr
I need it... Yesterday...Come on already
  • Attach files
  • Andrew Karr commented
    January 18, 2017 14:06

    Check with Steve Haller @ Messer for more details.

  • Andrew Karr commented
    January 18, 2017 14:06

    retainage is hold code 5 in their case.  Once the invoice has been entered and it is determined that there will be no payment of retainage.  Have to enter a negative invoice to reverse the charge and then have to go to Clear transactions.  That is what I believe is the situation. 

  • Admin
    Gary Gilmore commented
    January 17, 2017 23:56

    I need a clear description of the steps you are going through to understand the issue and what/how the process can be improved.  What is the 5 hold code?

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