Payables & Cash Management

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Topic

    Wendy Ware
    Limited Number of Payables Invoices Listed for Approval
    Topic posted November 13, 2018 by Wendy WareBronze Crown: 15,000+ Points, last edited February 5, 2019, tagged Financials, Payables 
    82 Views, 4 Comments
    Title:
    Limited Number of Payables Invoices Listed for Approval
    Summary:
    recurring issue - AP supervisor can't see all the invoices for approval
    Content:

    The payables supervisor reports experiencing the following issue:

    If  there’s a large number of invoices waiting for approval (175+), the system doesn’t let me see all of the invoices.

    Every month when a large batch of  check requests are uploaded (about 180) I’m not able to approve them all at once.  I have to approve what I can see, log out and log back in, then approve the remaining which are now visible.  For the large batch November, there were 176 invoices for approval.  When I initially went in to approve I could see 153.  After I approved those, logged out, logged in, I saw the remaining 23.

    For the first time in November, this issue impacted other payments.  On Friday, we had 3 rush checks that were sent for approval after a large batch of payment requests were sent for approval.  I wasn’t able to see any of the 3 rush checks to approve.  The AP clerk tried withdrawing and re-submitting approval, but I still couldn’t see them.  Instead, I found them in my email and approved them there.

    Has anyone else experienced this?  Is there a workaround?  Thanks, Wendy 

    Version:
    Rel 13 18B

    Comment

     

    • Lori Culp

      HI Wendy,

      Is the AP supervisor approving in BPM workspace?

      Lori

      • Wendy Ware

        Hi Lori, no, she is not in BPM. 

        ->Navigator->Invoices->Approval->Pending

        Thanks, Wendy

        • Lori Culp

          Have her try BPM....at least this would be your work around.  You can set the preferences for number of records, sort, mass approve, mass reject all in BPM.  Hope this helps Wendy.

    • Becky Alvarez

      They should see at minimum 500.  I believe that is the default but it does depend on where they are looking too I believe and the user preferences.