Allow $0 Invoices

With the check box in the Value column selected, this bridge setting is active and invoices may be approved with an invoice total set to $0 (zero).

With the check box in the Value column blank, invoices set to $0 (zero) cannot be approved.

Allow Change Processor on Exported

Usually, no changes are made to invoices that are exported. This setting allows you to change only the name of the Processor associated with a specific exported invoice.

With the check box in the Value column selected, this bridge setting is active and the change processor options will be available in Invoice Manager for exported invoices. This also applies to Processors with the dropdown in Invoice Entry.

With the check box in the Value column blank, change processor options will not be available in Invoice Manager for exported invoices.

Allow Invoice Save with No Vendor

With the check box in the Value column selected, this bridge setting is active and you can save an invoice without a vendor number.

Note: An invoice without a vendor number cannot be routed or approved, but this will allow basic header information to be saved.

With the check box in the Value column blank, you cannot save an invoice without a vendor number.

Default Billable from Cost Code

With the check box in the Value column selected, this bridge setting is active and the billable flag on the invoice will default based on the billable setting on the Cost Code/Task instead of the Job/Project billable setting.

With the check box in the Value column blank, the billable flag on the invoice will not default based on the billable setting on the Cost Code/Task.

Export "On Hold" Invoices

Allow invoices in an On Hold status to export.

With the check box in the Value column selected, this bridge setting is active and invoices On Hold are allowed to export.

This allows an invoice to display in the Ready for Export page.

With the check box in the Value column blank, invoices On Hold are not allowed to export.

P. O. Reviewer Warning

Determine what type of prompt generates to the Reviewer when a purchase order amount exceeds the committed amount. None is the default.

Prompt Types

None = No prompt/No issue

Warning = The Reviewer can still route or approve.

Error = The Reviewer must address the error before continuing.

P. O. Tolerance Dollar Amount

This is the dollar amount beyond the established purchase order amount that is still considered acceptable. Any amount above the entered figure triggers the generation of a purchase order amount warning. $0 is the default.

Note: With a Warning, the recipient can still approve.

P. O. Tolerance Percentage

This is the percentage beyond the established purchase order amount that is still considered acceptable. Any percentage above the entered figure triggers the generation of a purchase order percentage warning. 0% is the default.

Note: With a Warning, the recipient can still approve.

P. O. Tolerance Type

Identify a dollar value, a percentage value or both for the P.O. Tolerance Type.

This is the dollar amount or percentage beyond an established purchase order amount or percentage that is still considered acceptable. Any amount or percentage above the entered figure triggers the generation of a purchase order amount or percentage warning. $0 is the default.

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

Note: With a Warning, the recipient can still approve.

P. O. Warning

Determine what type of prompt generates to the Processor when a purchase order amount exceeds the committed amount. None is the default.

Prompt Types

None = No prompt/No issue

Warning = The Processor can still route or approve.

Error = The Processor must address the error before continuing.

Require Invoice Approval Alert Notes

With the check box in the Value column selected, this bridge setting is active and you are required to enter a note when marking an invoice for Approval Alert.

With the check box in the Value column blank, no note is required if you mark an invoice for Approval Alert.

Require Invoice "Do Not Pay" Notes

With the check box in the Value column selected, this bridge setting is active and you are required to enter a note when marking an invoice for Do Not Pay.

With the check box in the Value column blank, no note is required if you mark an invoice for Do Not Pay.

Require Invoice On Hold Notes

With the check box in the Value column selected, this bridge setting is active and you are required to enter a note when marking an invoice as On Hold.

With the check box in the Value column blank, no note is required if you mark an invoice as On Hold.

Require Invoice Reject Notes

With the check box in the Value column selected, this bridge setting is active and you are required to enter a note when marking an invoice Rejected.

With the check box in the Value column blank, no note is required if you mark an invoice for Rejected.

Require Invoice Reset to Pending Notes

With the check box in the Value column selected, this bridge setting is active and you are required to enter a note when marking an invoice Reset to Pending.

With the check box in the Value column blank, no note is required if you mark an invoice Reset to Pending.

Reviewer Sequence Threshold

Enter the sequence level at which the Reviewer must fully code the item being approved. 0 is the default.

Subcontract Reviewer Warning

Determine what type of prompt generates to the Reviewer when a subcontract amount exceeds the committed amount. None is the default.

Prompt Types

None = No prompt/No issue

Warning = The Reviewer can still route or approve.

Error = The Reviewer must address the error before continuing.

Subcontract Tolerance Dollar Amount

This is the dollar amount beyond the established subcontract amount that is still considered acceptable. Any amount above the entered figure triggers the generation of a subcontract amount warning. $0 is the default.

Note: With a Warning, the recipient can still approve.

Subcontract Tolerance Percentage

This is the percentage beyond the established subcontract amount that is still considered acceptable. Any percentage above the entered figure triggers the generation of a subcontract percentage warning. 0% is the default.

Note: With a Warning, the recipient can still approve.

Subcontract Tolerance Type

Identify a dollar value, a percentage value or both for the Subcontract Tolerance Type.

This is the dollar amount or percentage beyond an established subcontract amount or percentage that is still considered acceptable. Any amount or percentage above the entered figure triggers a subcontract amount or percentage warning to generate. $0 is the default.

If Both is selected, both the dollar and percentage tolerances must be met. If only one is met and the other is exceeded, the subcontract warning generates.

Note: With a Warning, the recipient can still approve.

Subcontract Warning

Determine what type of prompt generates to the Processor when a subcontract amount exceeds the committed amount. None is the default.

Prompt Types

None = No prompt/No issue

Warning = The Processor can still route or approve.

Error = The Processor must address the error before continuing.