Accounts Payable | Ideas for Acumatica

AP Bill Visual Window - See the actual pdf file attachment in a side screen.

With the addition of the AP bill AI import feature it would be extremely helpful to integrate a bill viewer within the imported doc for the approval flow. It is time consuming when approving a large quantity of bills to keep opening up the file at...

Created 17 Sep 14:00 by Michael Wansor

Accounts Payable

0

30 Vote

Automatically load next invoice in approval queue instead of having to manually click back out and open next one

When reviewing invoices it would greatly increase efficiency for approvers if the next invoice automatically loaded after the current one was either approved or rejected. It would save the user from having to exit out of the one they just approved...

Created 17 Jun 22:35 by Guest

Accounts Payable

0

39 Vote

Display invoice image within approval screen instead of in separate file section

Displaying the image of the invoice (or bid in the instance of a PO) either within the approval screen or as an automatic pop up in a second screen for dual screen users would drastically increase the efficiency of being able to review and approve...

Created 01 May 00:32 by Guest

Accounts Payable

2

1 Vote

Allow the system to sort vendors in alphabetical order, not using the system created vendor number.

When our vendors were imported, they were assigned a vendor number, and show up in Acumatica in alphabetical order and numerical order simultaneously. When a new vendor is entered after the initial import, it is assigned the next numerical number ...

Created 16 Sep 19:30 by Guest

Accounts Payable

0

5 Vote

Bills, when reversed, and still open, should be auto applied to the reversing document

AP Bills when necessary to be reversed, the DR document should be immediately applied to the document being reversed. Additionally, once the DR (reversing document) is created, the original document should be 'locked' to prevent ANY other reve...

Created 31 Jul 03:23 by Paul Gilmore

Accounts Payable

3 Shortlisted

23 Vote

Allow ability to stop Purchase Order from being billed in Excess of Balance

When entering the first AP Bill against a Purchase Order the user is able to enter an amount larger than the Purchase Order line amount. This has the potential for over paying a Vendor. This should be a setting in Purchasing or Projects, as you...

Created 14 Aug 22:09 by Bronwyn Duprey

Accounts Payable / Purchase Orders / Construction

0 Planned

72 Vote

Add Remittance Advice Report for EFT/ACH payments

Payments made via ACH/EFT should generate a payment advice form (like a check) that will provide the Vendor with a payment total and all applied documents. Also, this process should support the use Notification Templates for transmission to the...

Created 31 May 00:25 by Guest

Accounts Payable

4 Already exists

Ideas for Acumatica

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AP Bill Visual Window - See the actual pdf file attachment in a side screen.

Automatically load next invoice in approval queue instead of having to manually click back out and open next one

Display invoice image within approval screen instead of in separate file section

Allow the system to sort vendors in alphabetical order, not using the system created vendor number.

Option to Use Simpler Inventory Receipt Process

Select All Bills in AP Prepare Payments task

1096 Form

Bills, when reversed, and still open, should be auto applied to the reversing document

Allow ability to stop Purchase Order from being billed in Excess of Balance

Add Remittance Advice Report for EFT/ACH payments

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AP Bill Visual Window - See the actual pdf file attachment in a side screen.

Automatically load next invoice in approval queue instead of having to manually click back out and open next one

Display invoice image within approval screen instead of in separate file section

Allow the system to sort vendors in alphabetical order, not using the system created vendor number.

Option to Use Simpler Inventory Receipt Process

Select All Bills in AP Prepare Payments task

1096 Form

Bills, when reversed, and still open, should be auto applied to the reversing document

Allow ability to stop Purchase Order from being billed in Excess of Balance

Add Remittance Advice Report for EFT/ACH payments