Payables & Cash Management

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    Tony Roff
    Supplier Portal - Invoices Awaiting Approval
    Topic posted October 22, 2019 by Tony RoffBlue Ribbon: 750+ Points, tagged Configuration, Expenses, Financials, Payables, Reports, Sample Reports, Setup / Administration 
    16 Views, 5 Comments
    Supplier Portal - Invoices Awaiting Approval
    I need a report that can track outstanding "Invoice Requests" rather than established "Invoices"

    Hi all

    My team and I are looking to fully utilise the Supplier Portal however, we're currently unable to maintain oversight of the invoices as (to our knowledge) there are no "out of the box" reports that are available to track these Invoice Requests or Approved by requester (and ready to be edited by Accounts Payable).

    For further detail, when the supplier submits an invoice via the portal, it's not classified as an invoice until it is approved by the Requester.

    (Requester is determined upon the email input at point of issuing the invoice).

    When the Supplier submits an Invoice it's actually classified as an Invoice Request instead until the Requester approves and then it turns into an invoice but then Accounts Payable is not made aware of it being approved by the requester.

    If anyone has a report as a solution to this or maybe some extra knowledge on how we can workaround this, it'd be great if you could share!





    • Sriram Ramanujam

      You could have a saved search based on source ISP and validation status as not validated. This might help identify all ISP invoices ready for editing by Accounts Payable.


    • Tony Roff
      Hi Sriram
      Thanks for the reply! How would I begin to have this set up? Are there instructions somewhere?
      Also: what is the ISP?
      • Sriram Ramanujam

        In application navigate to Manage Invoices page

        Click Advanced

        Add the fields 'Source' and 'Validation Status'

        Add value :

        Source equals 'Internet Supplier Invoice' , Validation status equals 'Not Validated' , Invoice Date After pick some date

        Execute the search

        Satisfied with results, click on save.

        Execute this search whenever needed.

    • Tony Roff
      Thanks Sriram! This works well!