pVault® Help

Allow $0 Invoices

Allow invoices to be approved with an invoice total set to $0 (zero).

Allow Change Processor

on Exported

Allow the change processor options to be available in Invoice Manager for exported invoices.
This also applies to Processors with the dropdown on Invoice Entry.

Allow Invoice Save with

No Vendor

Allow the user to 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.

AP Export Detail Sort

AP export details sort order.
The choices are vendor or invoice.
There is an audit report that can be sorted by vendor (alphabetical) or invoice number (numeric).

Approve Invoices Allow

Multi-Status

Allow the Reviewer to multi-select and re-status invoices.

Auto-Fill Unallocated on

New Line

Auto-fill the gross amount with the unallocated amount when entering a new line.

Disable Custom Invoice Validation

Turns off custom invoice validation rules in APFlow™.

Disable Invoice Allocation Rules

Turns off invoice allocation rules in APFlow™. Normal allocations are not affected.

Document Match - Show

Unattached POs by Job Only

True to only show POs for this vendor with matching job numbers.
False to also show all POs for this vendor.

Enable Line Notes

Enable the Line Notes sidebar panel within Invoice Entry and Approve Invoices.
Note: This is a universal setting, but only for those accounting systems that are not header only.

Enable Multiple Invoice Function

Enable the multiple invoice function to create multiple invoices from a single document in APFlow™.

Export "On Hold" Invoices

Allow invoices "On Hold" to export.
This allows an invoice to display in the Export tab of the APFlow™ sidebar and the Approved view in Invoice Manager.

Override Normal Export Routine With CSV Exporter

When True the normal export routine will not run and only CSV export files will be generated. You will be responsible for manually importing these files into your accounting system.

Require Invoice Approval

Alert Notes

Require user to supply notes when marking an invoice for "Approval Alert".

Require Invoice "Do Not Pay"

Notes

Require user to supply notes when marking an invoice as "Do Not Pay".

Require Invoice On Hold Notes

Require user to supply notes when placing an invoice "On Hold".

Require Invoice Reject Notes

Require user to supply notes when marking an invoice as "Rejected".

Require Invoice Reset to Pending Notes

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

Reviewer Auto Load Other

Vendor Documents

Configured "Other" documents will automatically load when viewing Document Match in reviewer mode.

Otherwise, Reviewers must manually click Refresh to view these documents.

Reviewer Sequence Threshold

Sequence level at which the Reviewer in Approve Invoices must fully code the item being approved.