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Allow for searches by invoice number and dollar amount across multiple companies

If I mistakenly enter the same transaction from same vendor in two or more companies, the program alerts me. So it would make sense that I should be able to type in a AP Transaction reference number and have it pull up all those transactions, regardless of company. It would be equally helpful if you could type in a dollar figure and it pulls up all transactions with that dollar figure.

  • Cristy Thomas
  • Feb 20 2018
  • Planned
AP - Accounts Payable
Company BLT Companies
Job Title / Role BLT Companies
I need it... Yesterday...Come on already
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  • Admin
    Greg Sikes commented
    May 16, 2018 20:01

    Additionally, a SQL query can address this need today before we look to expand our reporting capability.

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  • Admin
    Greg Sikes commented
    May 16, 2018 19:59

    Currently, you can optionally enable (Company Parameters) checking on Invoice number uniqueness across companies.  In 6.15 added case insensitivity.

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  • Katie Overton commented
    February 26, 2018 19:18

    This would be very helpful!  We have 5 different companies and have issues with duplicate payments that this would help to prevent.

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