In addition to the pVault® Universal settings (Universal Settings), the following settings are specific to COINS bridged APFlow™ systems.
Allow GL Override on Invoice |
In Invoice Entry, on non-Expense line type entries (Job, Equipment, Purchase Order, Subcontract), the populated GL Account field reflects the General Ledger account default. This field is greyed out and cannot be changed.
If you select True, the GL Account field becomes active and you can override the default General Ledger account number.
If you select False, the GL Account field is read-only and cannot be modified. |
Allow Import in COINS |
If set to True, the Import button is enabled and there is no check for duplicates from COINS.
If set to False, the Import button is disabled and duplicates are checked from COINS. |
Allow PO Quick List |
If set to True, the Purchase Order Quick List is enabled with all functionalities available.
If set to False, the Purchase Order Quick List is disabled. |
AP Hold Code |
This is where you set the default hold code that should be applied on any invoice placed on hold by a Reviewer, but the invoice is approved.
When the invoice is approved but placed On Hold and the Hold Code field in the header is left blank, and the ABS setting Export On Hold Invoices is set to True, the On Hold invoice is eligible for export and the default hold code set up here is applied into the Hold Code field.
If a hold code already exists on the invoice prior to the Reviewer placing it on hold, the originally placed hold code is applied and is not overridden by the default hold code set here. |
Use PO Receiving |
Do you use the receiving functionality in Your accounting software for POs?
If True, the line type Receiving Ticket Quick List displays in Invoice Entry. This line type allows you to code invoices against a Receiving Ticket entry entered in COINS.
If False, the Receiving Ticket Quick List does not display as an available option. |
