Accounts Payable

AP purchase invoice upload for restricted users

AP automation has been extended to allow more companies to automate their bill entry. Now, users who are restricted by entity or department can upload AP purchase invoices from the AP purchase invoices list. Previously, the Upload option was not available for restricted users.

Details

Entity restrictions

Users with entity restrictions can upload AP purchase invoices at the entity level, in those entities to which they are restricted.

Department restrictions

Users with departmental restrictions and no entity restrictions can upload AP purchase invoices at the top level or the entity level. Those users with departmental and entity restrictions can upload AP purchase invoices in those entities to which they are restricted.

AP Automation refers to the previous AP purchase invoice from the supplier to provide dimensions for line items. For example, if the line 2 in the most recent AP purchase invoice from the supplier was coded to the Sales department, then line 2 of the new draft AP purchase invoice is also coded to Sales.

For users with departmental restrictions, departmental coding for uploaded AP purchase invoices is copied from the previous AP purchase invoice as long as the user's restrictions include that department. In this example, line 2 of the draft AP purchase invoice is set to Sales if the user who uploaded the AP purchase invoice is allowed to enter transactions for the Sales department. If the users is not allowed, then the department field is left blank for that line.

Requirements

Subscription	Accounts Payable AP Automation
Regional availability	United States, only
User type	Business
Permissions	AP purchase invoices: List, View, Add, Edit
Implementation	Requires Sage Cloud Services