we use it and love it.  I get the cost in my system for reporting and my PM's still get the chance to approve invoices.  the greatest things is that I run a report to let them know what invoices they still have on their desk to approve and I don't have cost showing up 3 months after a job has been closed because it was sitting in a stack on someones desk.

I have held back from using this since it seems like extra work. What do you have to do to "move" them from pending?

Hi Carrie,

Great question. The process to accept a pending invoice can be found by logging into the Customer Portal and searching the knowledgebase for KB65354, "How do I OK a pending invoice in Accounts Payable?". Additionally there is some good information within Help > Help Topics in Accounts Payable.

Thank you,

Jordan

Just wanted to confirm that posting to the pending AP doesn't affect AP or JC from an accounting standpoint.  Is that correct?  How exactly are you reporting on it aside from the due back reporting for PM's.

Thanks in advance.

Hi there Todd Newcomb!

Any invoices that are entered in through Tasks>Enter Pending Invoices in AP does not send any information to interfacing applications (i.e. GL, JC, etc.). It is not until you Approve and Post these invoices from the pending file, do they post over to GL, JC, etc.

Hope that helps!

Wish we could use it for the reasons stated by Kim I above....but most of our invoices come through Purchasing.   Therefore, "sending invoices to AP" fails because the invoice already exists in AP new.

Know of a way around this ?