AP Invoice Hold Screen

Accounts Payable: Adding Actions and Comments

By | Accounts Payable, Feature Focus, Tips and Tricks | No Comments

One of Spendgate’s key features is the ability to collaborate with colleagues when a problem with a supplier invoice is identified. Actions and comments can be added to any accounts payable (purchase ledger) invoice. Comments are completely free form whereas actions can be assigned to specific users and tracked through to completion. Reports can show who has actions outstanding so they can be easily chased.

Placing a supplier invoice “on hold” will require the approver to assign an action to someone in the organisation. This ensures that the hold is recorded along with the reason for the hold and who has the responsibility to resolve the issue.

To add an action to an invoice either place it on hold or add an action from the “Actions” tab on at the bottom of the invoice review screen.

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