Enhanced interface

Add joint payees to an AP supplier invoice

For AP supplier invoices that need to be paid to the supplier and a secondary payee, you need to define the joint payees in the AP supplier invoice. You can do this after you create the AP supplier invoice and either save it as a draft or post it.

When you pay the AP supplier invoice using the joint cheque payment method, you'll have the opportunity to specify the amount you want to pay to the supplier alone and the vendor and joint payee. You can add more than one joint payee to a single AP supplier invoice.

You cannot add joint payees on Purchasing documents, such as those documents that convert a Purchasing subcontract or purchase order into a Purchasing invoice.

Subscription	Accounts Payable
Regional availability	All regions
User type	Business
Permissions	AP supplier invoices: List, View, Add, Edit
Configuration	Enable joint cheques in Accounts Payable Configuration.

Create an AP supplier invoice for the primary supplier.
Learn how to create an AP supplier invoice.
Save the AP supplier invoice as a draft or post it.
If your company uses AP supplier invoice approvals, save the AP supplier invoice as a draft. Then, submit it after you add the joint payees. Otherwise, the AP supplier invoice will go through approval twice: first when you create it, and a second time when you add the joint payees.
On the AP supplier invoices list, select Edit next to the AP supplier invoice.
Select the Joint payee tab.
If you do not see the Joint payee tab, this means that the Joint cheque payment method is not enabled for your company. Learn how to enable joint cheques.
For Joint payee, enter the name of the secondary payee that you want to appear on the cheque, alongside the supplier.
Optionally, if the default Joint payee print as value does not match your needs, enter a new value.
Joint payee print as shows the payee that is printed on the cheque you pay the AP supplier invoice. The default print as format is <supplier> AND <joint payee>.
To issue additional cheques to other joint payees when you pay the AP supplier invoice in the future, enter each Joint payee on a new line.
Later, when you pay the AP supplier invoice, you'll enter the amount to pay each joint payee, either at the AP supplier invoice level or the line level.
Select Submit, Post, or Draft.

Next step: When you're ready to pay the AP supplier invoice, select Joint cheque as the payment method. Because you set up joint payees for this AP supplier invoice, it is included in the list of AP supplier invoices payable using the Joint cheque payment method.