Allow GL Override on Invoice

Allows overriding of GL accounts on the Invoice Entry screen.

AP Hold Code

Hold Code for AP export.

Clear Default Tax Code on Non Taxed PO / Subcontract Lines

When bringing in PO or Subcontract lines if there is no tax code on the line should the default tax code be cleared?

Default Pay Type

Determines whether the pay type field defaults within Invoice Entry screen.

Disable Custom Invoice Validation

Turns off custom invoice validation rules in APFlow™.

Disable Invoice Routing

Turns off invoice routing in APFlow™.

Document Match - Retrieve potential matching POs in APFlow™

True to Retrieve potential matches for POs in Document Match.
False = will turn off the retrieval of potential matches for PO documents.

Enable Compliance Checks for $0 Invoice Lines

If set to True, line level compliance checks will include zero ($0) invoice lines.

Enable Approve Invoices Job Filters

Enable reviewers to group invoices by job.

Enable Approve Invoices Work Order Filters

Enable reviewers to group invoices by work order.

Export Path

UNC path where export files will be saved.

Hide Labor Codes

Hide labor/burden phase codes in Invoice Entry and Approve Invoices.

Hide Subcontract Codes

Hide subcontractor phase codes in Invoice Entry and Approve Invoices.

Job Budget $0 Warning

If enabled then the job budget warning will be applied when the budgeted amount is $0.

Job Budget Reviewer Warning

Overrides job budget warning for a reviewer.

Job Budget Tolerance

Tolerance amount to exceed before enforcing the job budget warning.

Job Budget Warning

Type of warning message when the amount for a job exceeds the budgeted amount.

Launch AP Export Detail Report

Launch AP export detail report after exporting.

Override Lock Phases for all Jobs

When True, the job costing lists will operate as if the phases are locked on the job for AP invoice entry lookups. Validation will only allow entry of phases and cost types assigned to the job. When False, will honor the setting on the Job in Viewpoint.

P. O. Reviewer Warning

Overrides P.O. warning for a reviewer.

P. O. Tolerance Dollar Amount

Tolerance amount to exceed before enforcing the purchase order warning.

P. O. Tolerance Percentage

Tolerance amount percentage to exceed before enforcing the purchase order warning.

P. O. Tolerance Type

Determines whether to allow P.O> tolerance up to the P.O. Tolerance Dollar value, the percentage value, or both.

If Both is selected, dollar and percentage tolerances must be met. If one is met and the other is exceeded, the purchase order warning will generate.

P. O. Warning

Type of warning message when purchase order amount exceeds the committed amount.

PO/SUB Recalculate Units

Recalculate the units on a PO or subcontract line instead of unit cost when overriding the calculated gross.

Processor Compliance Warnings

Warns Processor if vendor/subcontract compliance items are out of compliance.

Require Invoice Reset to Pending Notes

Require user to supply notes when resetting an invoice to "Pending".

Reviewer Auto Load Other Vendor Documents

When True configured "Other" documents will automatically load when viewing Document Match in Reviewer mode.
Otherwise Reviewers will manually have to click Refresh to view these documents.

Reviewer Compliance Warning

Warns Reviewer if vendor/subcontract compliance items are out of compliance.

Subcontract Reviewer Warning

Overrides subcontract warning for a reviewer.

Subcontract Tolerance Dollar Amount

Tolerance amount to exceed before enforcing the subcontract warning.

Subcontract Tolerance Percentage

Tolerance amount percentage to exceed before enforcing the subcontract warning.

Subcontract Tolerance Type

Determines whether to allow Subcontract tolerance up to the Tolerance Dollar value, the percentage value, or both.

If Both is selected, dollar and percentage tolerances must be met. If one is met and the other is exceeded, the subcontract warning will generate.

Subcontract Warning

Type of warning message when subcontract exceeds the committed amount.

Use Estimated Job Costs instead of Forecasted

True = Use Estimated Job Costs.
False = Use Forecasted job Costs.

Use P.O. Receiving

Do you use the receiving functionality in Your accounting software for POs?

If this AB setting = False, the "Receiving Ticket Quick List" and the Receipt # field are not available.