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Make the attachment a required field option within AP Unapproved Invoice Entry

Make the attachment a required field option within AP Unapproved Invoice Entry before you are allowed to continue and it is marked Ready

Seems like a simple control add and one I would think the majority of users would find very helpful because once that invoice is paid and the month it was entered in is closed, you cannot add the attachment. I cannot think of many instances if not any where you would not want an invoice to have a supporting attachment; clean audit trail

Guest
Apr 7 2020
In Review

AP - Accounts Payable

Company	Pinkard Construction Co
Job Title / Role	Controller
I need it...	Yesterday...Come on already

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Heidi White commented

January 14, 2021 20:30

This is an interesting idea, seems to make sense in AP Unapproved that everything should have an attachment, but, also wanted you to be aware that you are able to add an attachment after an AP invoice is paid and the month is closed in DM Transaction Attachments.

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2 Vote

make an attachment part of the audit requirements to release to ready status in unapproved invoice entry Merged

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 Unapproved Invoice...

Created 02 Mar 21:25 by Guest

AP - Accounts Payable

0 In Review

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