Enhanced interface

Move an automated transaction to Accounts Payable

Instead of matching a draft vendor invoice to a source purchasing transaction, you can change the vendor invoice to an AP bill. Moving a transaction to Accounts Payable is useful for vendor invoices that might never be part of the Purchasing workflow, such as those from utility companies.

You can change transactions as part of the process of editing drafts, or set an option that tells Sage Intacct to always create incoming transactions from a given vendor in Accounts Payable. Turn on this option at the same time that you change the transaction to AP bill, or set it directly in the vendor information record.

Change a draft transaction to an Accounts Payable bill

Subscription	Purchasing Accounts Payable AP Automation Sage Cloud Services
Regional availability	All regions
User type	Business
Permissions	Purchasing or Accounts Payable: Automated transactions: List Accounts Payable Bills: Add Vendors: Edit (If setting all future transactions to create AP bills, only) Purchasing Purchasing transactions: List, Edit
Configuration	Automate transactions with document matching enabled. Transaction definitions mapped for the top level and any entities where documents are emailed or uploaded.

Go to Purchasing > All > Automated transactions.
The Automated transactions list is also available in the Accounts Payable menu.
Select View or Edit next to a transaction from the vendor that you want to change.
Select Change to AP bill.
If you do not see the Change to AP bill button
The Change to AP bill option appears only for transactions that are in Draft state.
If you also want all future transactions from this vendor to be created in Accounts Payable, select Always create transactions from this vendor as AP bills.
Select OK.
Sage Intacct changes the transaction to a draft bill, moves it to the Bills list, and opens the bill in edit mode.
Edit the bill, if needed.
Post the bill or save it as a draft.
Intacct returns you to the Automated transaction list, where you can continue reviewing vendor invoices.

If you selected Always create transactions from this vendor as AP bills, any new transactions for this are automatically added as draft bills on the bills list, rather than appearing on the Automated transactions list.

Set all vendor transactions to create in Accounts Payable

You can specify on the vendor record that you want all automated transactions to be created as bills in Accounts Payable.

Subscription	Purchasing Accounts Payable AP Automation Sage Cloud Services
Regional availability	Early adopters in all supported regions.
User type	Business
Permissions	Accounts Payable or Purchasing Vendors: Edit
Configuration	Automate transaction matching for Purchasing workflows enabled.

Go to Accounts Payable > All > Vendors.
Find the vendor that you want to update.
Select More actions > Edit at the end of the row.
On the Additional information tab, under Billing details, select Always create AP bills from automated transactions.
Select Save or Submit when you're done.

Go to Accounts Payable > All > Vendors.
Select Edit next to the vendor you want to update.
On the Additional information tab, under Billing details, select Always create AP bills from automated transactions.
Select Save or Submit when you're done.

If your organization uses vendor approvals, the vendor must be approved the setting becomes operational.

Remove the setting to create vendor transactions as AP bills

Subscription	Purchasing Accounts Payable AP Automation Sage Cloud Services
Regional availability	Early adopters in the United States, only.
User type	Business
Permissions	Accounts Payable or Purchasing Vendors: Edit
Configuration	Automate transaction matching for Purchasing workflows enabled.

Go to Accounts Payable > All > Vendors.
Find the vendor that you want to update.
Select More actions > Edit at the end of the row.
On the Additional information tab, under Billing details, deselect Always create AP bills from automated transactions.
Select Save or Submit when you're done.

Go to Accounts Payable > All > Vendors.
Select Edit next to the vendor you want to update.
On the Additional information tab, under Billing details, deselect Always create AP bills from automated transactions.
Select Save or Submit when you're done.

Automated transactions for this vendor are created as Purchasing documents going forward, and Sage Intacct attempts to match them to existing Purchasing documents.