This idea has been merged into another idea. To comment or vote on this idea, please visit VSTA-I-1879 Make the attachment a required field option within AP Unapproved Invoice Entry.
include the requirement of an attachment in the following before automatically changing to READY status , that way a preparer does not send an invoice to an approver without the invoice attached for the review to see and approve
New feature in unapproved invoices provides more control in releasing invoices for approval [Vista//AP - Accounts Payable -Vista]
Details
With Vista version 6.15 a new feature has been added to the Unapproved Invoice form.
The Change Status button in the AP Unapproved Invoice Entry form header. This feature allows for more control in the unapproved process.
Press this button when you have completed your invoice entry and want to release the invoice lines into the review workflow. The status will change from 0 - Not Ready to 1 - Ready and the applicable reviewers will be able to view their lines in the AP Unapproved Invoice Review form.
Steps to Reproduce
You can click this button to release this invoice into the review workflow if all of the following are true:
The invoice has at least one line
Each invoice line has at least one reviewer assigned
The line total amounts match the header Invoice Total amount (if the Require invoice total to equal sum of all lines check box is selected).
Line total is defined as:
Gross + Misc Amt + Tax Amt - Ret Amt ( Holdback in CA/AU).
If you want, remove the manual requirement to mark invoices as ready for review by having the system automatically mark all invoices as ready after you have inserted the minimum required data,
Go to AP Company Parameters > Audit Options, then select the Automatically mark unapproved invoices Ready check box in AP Company Parameters.
NOTE: Selecting this option does not default the invoice to ready until the minimum status requirements listed are made. If an invoice is complete but the Automatically mark unapproved invoices Ready is not set in the company parameters, it will not be available to review until Status is changed to Ready.
Guest
| Company | Pinkard Construction Co. |
| Job Title / Role | Controller |
| I need it... | Yesterday...Come on already |
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