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 unselected, invoices set to $0 (zero) cannot be approved.

Allow Change Processor on Exported

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 unselected, 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 unselected, 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 unselected, the billable flag on the invoice will not default based on the billable setting on the Cost Code/Task.

Export "On Hold" Invoices

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 unselected, invoices On Hold are not allowed to export.

P. O. Reviewer Warning

Use the field dropdown to override the purchase order warning (this is the default) for a reviewer to either no notice or to an error.

P. O. Tolerance Dollar Amount

Enter the tolerance amount to exceed before enforcing the purchase order warning.

P. O. Tolerance Percentage

Enter the tolerance amount percentage to exceed before enforcing the purchase order warning.

P. O. Tolerance Type

Use the field dropdown to identify the purchase order tolerance type--dollar, percentage or both.

P. O. Warning

Use the field dropdown to identify the type of warning message when the purchase order amount exceeds the committed amount.

Require Invoice Approval Alert Notes

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

With the check box in the Value column unselected, 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 will be required to enter a note when marking an invoice for Do Not Pay.

With the check box in the Value column unselected, 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 will be required to enter a note when marking an invoice as On Hold.

With the check box in the Value column unselected, 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 will be required to enter a note when marking an invoice Rejected.

With the check box in the Value column unselected, 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 will be required to enter a note when marking an invoice Reset to Pending.

With the check box in the Value column unselected, 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.

Subcontract Reviewer Warning

Use the field dropdown to override the subcontract warning (this is the default) for a reviewer to either no notice or to an error.

Subcontract Tolerance Dollar Amount

Enter the tolerance amount to exceed before enforcing the subcontract warning.

Subcontract Tolerance Percentage

Enter the tolerance amount percentage to exceed before enforcing the subcontract warning.

Subcontract Tolerance Type

Use the field dropdown to identify the subcontract tolerance type--dollar, percentage or both.

Subcontract Warning

Use the field dropdown to identify the type of warning message when the subcontract exceeds the committed amount.