Enhanced interface

Move an automated transaction to Accounts Payable

Instead of matching a draft PO purchase invoice to a source purchasing transaction, you can change the PO purchase invoice to an AP supplier invoice. Moving a transaction to Accounts Payable is useful for PO purchase 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 supplier in Accounts Payable. Turn on this option at the same time that you change the transaction to AP AP supplier invoice, or set it directly in the supplier information record.

Change a draft transaction to an Accounts Payable AP supplier invoice

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 AP supplier invoices: Add Suppliers: Edit (If setting all future transactions to create AP AP supplier invoices, 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 supplier that you want to change.
Select Change to AP bill.
If you do not see the Change to AP AP supplier invoice button
The Change to AP AP supplier invoice option appears only for transactions that are in Draft state.
If you also want all future transactions from this supplier 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 AP supplier invoice, moves it to the AP supplier invoices list, and opens the AP supplier invoice in edit mode.
Edit the AP supplier invoice, if needed.
Post the AP supplier invoice or save it as a draft.
Intacct returns you to the Automated transaction list, where you can continue reviewing PO purchase invoices.

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

Set all supplier transactions to create in Accounts Payable

You can specify on the supplier record that you want all automated transactions to be created as AP supplier invoices 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 Suppliers: Edit
Configuration	Automate transaction matching for Purchasing workflows enabled.

Go to Accounts Payable > All > Suppliers.
Find the supplier 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 AP supplier invoices from automated transactions.
Select Save or Submit when you're done.

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

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

Remove the setting to create supplier transactions as AP AP supplier invoices

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 Suppliers: Edit
Configuration	Automate transaction matching for Purchasing workflows enabled.

Go to Accounts Payable > All > Suppliers.
Find the supplier 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 AP supplier invoices from automated transactions.
Select Save or Submit when you're done.

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

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