Sometimes we need to release a hold code on a specific invoice. The option to select by invoice would be a great help.
Guest
| Company | INTERFACE CONSTRUCTION CORP |
| Job Title / Role | FINANCIAL COORDINATOR |
| I need it... | 1 month |
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Currently there is no way to assign multiple hold codes by invoice within the system, AP payment workfile only allows assigning hold codes one invoice at a time.
I'd also like to see an option in AP Hold Release to filter by invoice date and or due date range to be able to avoid removing hold codes prematurely for newer invoices.
Yes, Greg, it can. But that means the AP payment clerk must do it. At my company, there are 4 branches. Each branch A/P specialist enters payables for the branch and puts a hold on the appropriate invoices. They have no access to AP Payment Workfile because they do not have the authority to print checks. Checks are printed by Corporate. So when the Controller or CFO review payables to pay, the hold codes are still on. Selections are made excluding the invoices on hold. (And with the canned AP Aging the hold and retainage invoices are in the same column. What is on hold and what is retainage?) We must rely on the branch staff to communicate which invoices should be off hold and the Corporate AP specialist must take them off for every branch. And we have a large number of invoices put on hold due to price and quantity discrepancies.
Vista's method works for a small company or a centralized payables function but not for a larger company that is decentralized for the payables function.
We know it can be done in AP payment workfile but it is inefficient.
Will review but can be done in AP payment workfile today.