Submit Your Suggestions for Vista

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Ability for a user to assign AP Payment Workfile to another user

The system currently allows a user to reassign an AP Payment Workfile belonging to another user but does not have the ability for a user to assign their Workfile to another user. This would be helpful when users have created a Workfile and know they will be out to assign to another or if the Workfile is reviewed by a user.

  • Guest
  • Oct 10 2019
  • Already exists
Company Penhall Company
Job Title / Role Consultant
I need it... 1 month
  • Attach files
  • Admin
    Gary Gilmore commented
    December 27, 2021 22:12

    Use the Tasks menu item in AP Payment Workfile to take ownership of another user's workfile, allowing you to edit and control it for payment posting. The AP Reassign Workfile form can be separately secured to limit access.

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