pVault® Help

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?

Compliance Checks Limit to Required Only

If set to True, compliance checks only include entries marked as required.

If set to False, compliance checks include all entries.

Disable Invoice Routing

Important: This is an all or nothing setting.

If you select True, invoice routing functionality is disabled and the Invoice Routing icon in the Invoice Entry toolbar does not display.

If you select False, invoice routing functionality works as expected, which allows the Processor to route invoices to Reviewers for review and approval.

Document Match - Retrieve potential matching POs in APFlow™

Click True to enable the retrieval of potential matches for POs in Document Match.

Click False to turn off the retrieval of potential matches for PO documents.

Export Path

During the export process a txt filer is generated and must be saved. This file is necessary to import into the bridged accounting system. Identify a default file path here where all export files are saved.

Job Budget $0 Warning

If True, the job budget warning is active and generates if a budgeted amount is zero ($0).

If False, no job budget warning generates if a budgeted amount is zero ($0).

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

Job Budget Reviewer Warning

If True, the job budget warning is active and generates if a budgeted amount is zero ($0).

If False, no job budget warning generates if a budgeted amount is zero ($0).

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

Job Budget Tolerance

Determine what type of prompt generates to the Reviewer when a job type/job cost entry exceeds the budget.

Prompt Types

None = No prompt/No issue

Warning = The recipient can still route or approve.

Error = The recipient must address the error before continuing.

Job Budget Warning

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

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

Launch AP Export Detail Report

Determine what type of prompt generates to the Processor when a job type/job cost entry exceeds the budget.

Prompt Types

None = No prompt/No issue

Warning = The Processor can still route or approve.

Error = The Processor must address the error before continuing.

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.

Processor Compliance Warnings

Determine what type of prompt generates to the Processor when vendor or subcontract items are out of compliance. 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.

Reviewer Compliance Warning

Determine what type of prompt generates to the Reviewer when vendor or subcontract items are out of compliance. 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 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.