Currently have to log a $.01 in order to print a check that the AP invoice was applied to a credit memo from a vendor. This is ridiculous, you should be able to clear an AP Invoice with an AP Credit memo...see Quickbooks, Sage, Dynamics, any REPUTABLE accounting/job costing software can do this.
Jessica Laughlin
| Company | Pierson Wireless |
| Job Title / Role | Controller |
| I need it... | Yesterday...Come on already |
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Released retainage does not prevent users from adding an invoice to an AP Clear transaction. If the retainage was withheld on the original invoice, then part of that invoice is on hold in Vista, so when a user tried to add it to AP Clear transaction, system does throw an error message. But, all you have to do is actually release that retainage, remove the hold from part of the invoice, and you will be able to add the transaction to AP Clear. If, let's say, the original invoice less withheld retainage was paid to the vendor, and you are only using the retention portion for your clearing transaction, it can still be done, just make sure to release that withheld retention before adding the invoice to AP Clear. Releasing retention is nothing but removing a hold from part of an AP Invoice.
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So what does one do when retainage has been released? It happens.
David
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There should be NO need in Vista to print 0 or penny checks. In Accounts Payable module there is a form called AP Clear Transactions that can be used to offset one invoice against another one. This form allows users to offset one multiple records against each other, meaning you might have a single credit memo from a vendor that offsets multiple original invoices, there is no limit how many invoices per vendor you can add to the clearing transaction, they just have to net to 0.
For those invoices that has retainage withheld on the original invoice, you will need to release that retainage first, then you should be able to add that invoice to the clearing transaction.
"Add Transaction to Clear" section of the form allows you to search for AP invoices that need to be cleared, this is done one record at a time, every time you find an invoice that should be added, you would click "Add" button to add the invoice record to the list. Once all the necessary invoices were added, use "Clear Transactions" button to process the batch.
Attached is a sample for your convenience.
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Are we permitted to know how to do print a zero $ check, or is it top secret? The Vista help utility does not seem to be able to locate this subject precisely.
David
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AP Clear Transactions can't clear transactions that involve previously held retention.
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You can use AP clear transaction to clear out invoices and credits.
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