Ideas for Acumatica

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Approval of Bills for Payment - Apply to individual payments

We have flagged this issue during two of our implementations.  We have enabled the "Require Approval of Bills Prior to Payment" setting in the AP Preferences screen.  This works great for the mass payment processing screens (Prepare Payments, Process Payments).  However, even though I have the Approval setting enabled, we are still able to create individual payments for unapproved invoices in the following scenarios.

1. From the Bills and Adjustment Screen > Actions> Pay Bill/Apply Adjustment

2. From the Checks and Payments screen, we are able to add unapproved invoices to new payments.

In my mind, if a bill is not approved for payment, it should prevent creating a payment from any screen.  To me this is a major loophole that people could be exercising and other companies using Acumatica may not be aware of it.  Can you please add a restriction so that you cannot create a payment for an unapproved bill or add an unapproved bill to a payment?

We have looked at using approval maps, but either the bill has be be approved prior to posting (too soon) or after the payment has already been partially processed (before releasing the payment) which is too late.

  • Megan Friesen
  • Dec 17 2019
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