Users want to utilize the AP recurring invoices function - but the lack of flexibility in being able edit invoices prior to posting is a real turn off for them. Currently the only option is to post the batch through, then create a new AP Transaction batch, pull the invoice(s) in and then edit. Might as well just enter them as a regular invoice each month.
Guest
| Company | ABM Franchising Group |
| Job Title / Role | Application Specialist |
| I need it... | Yesterday...Come on already |
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We will look at improving the process and make editing part of the workflow. In the meantime, consider adding a custom button (VA Custom Form Buttons) to AP Recurring Invoice Posting which will launch AP Transaction Entry. It's a quick one time setup that will give you access to edit the transactions before posting. Support can walk you through it if needed.
I disagree with the Already Exists Label - though it technically is possible the functionality of it is not user friendly. Yes, you can add the Recurring Invoices and then close the AP Recurring Invoice Posting Screen (not Cancel) go to AP Transaction Entry & open the Batch you just created and make your adjustments, but it is a lot of steps. Some of the recurring invoices we have are not always the exact same amounts but invoices that occur every month. If there was another button that say open AP Transaction Batch that took you the AP Batch Entry or the ability to add Recurring Invoices to an AP Transaction Batch from the AP Transaction Batch Entry Screen, it would improve the function for users.
To be able to edit the invoice # without having to pull in the AP transaction after posting would be helpful and save time!
It woudl be nice to be able to update Header information in the Recurring Invoices screeen when this items change, like the invoice sequence.
when you create the recurring batch just hit cancel. Then you can go into AP Transaction Entry and the batch will be there for you to edit any invoices before posting.