Accounts Payable

Keep track of AP Automation usage

Monitor your company's recent AP Automation activity on the new Subscription usage page.

Subscription usage provides the following information on transactions that you emailed or uploaded to AP Automation:

• The total number of transactions processed per month.
  
  

• Details of individual transactions, with the option to drill down to transaction details or open the file attachment.
  

The Subscription usage page is available at the top level, in the Company > Admin menu. A new Administration permission, Subscription usage: Run, is available to business users with full admin permissions, in companies with AP Automation enabled. In companies with user-based permissions, Subscription usage: Run is enabled by default.

Details

Subscription usage lists all transactions processed through AP Automation over the last 3 months.

The Transaction history lists each transaction, showing the associated bill number, when it was created, and who created it. Admins who have Bills: View permissions can drill down into the details by selecting the transaction number.

Filter Transaction history either by choosing a date range or by selecting a month name in the Monthly summary. You can further filter the following columns by entering a value at the top:

• Transaction number
• Created date
• Created by
• Date deleted
• Deleted by

For deleted transactions, which no longer exist in Sage Intacct, you can view the date the transactions were deleted and who deleted them. You can also open the attachment to view the original file.

How it works

1. Go to Company > Admin > Usage metrics > Subscription usage.

   The Monthly summary shows that the number of transactions created each month, for the past 3 months. View a detailed list of these transactions in the Transaction history.

2. To filter the Transaction history for specific dates, choose a date range and then select Apply.
3. To drill down to view the details of a bill, select the Transaction number from the Transaction history.
   You need Bills: View permissions for Accounts Payable to view bill details.
4. To view information about a deleted bill: 
   1. Select the Attach icon to open the Attachment popup.
   2. Under Files in attachment, select the attachment link to open the file.
   3. When done, close the file viewer and the Attachment popup.
5. Select Done to close the Subscription usage page, or navigate somewhere else.

Requirements

Subscription	Accounts Payable AP Automation Sage Cloud Services
Regional availability	United States Existing AP Automation Early Adopter participants in other supported regions
User type	Business user with admin privileges
Permissions	Administration (to view Subscription usage) Subscription usage: View Accounts Payable (to view bill detail) Bills: List, View