pVault® Help

Clear Default Tax Code on Non Taxed PO/Subcontract Lines

In Sage Intacct, default tax codes can be created for Purchase Order and Subcontract lines. The Tax Code field displays in the details section of the invoice in Invoice Entry.

When bringing in PO or Subcontract lines where no tax code was included on the PO or Subcontract line, select True if PO or Subcontract line items should not be taxed and the Tax Type field in the Invoice Entry details section should remain blank.

Select False if PO or Subcontract line items should be taxed.

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 file 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

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 Tolerance

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.

Job Budget Warning

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.

Launch AP Export Detail Report

If set to True, after the export is successful, the AP Export Detail report is systematically generated. This is the default.

If set to False, the AP Export Detail report is not systematically generated.

Important: This report can be reproduced through the Retrieve | Report menu at any time. Click here for details.

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.

Prompt for Posting Date during Export

When True, the posting date is prompted at the time of export if you configured Intacct to capture posting date under AP settings. No Posting Date field displays on the Invoice Entry screen.

When False, the Posting Date field displays on the Invoice Entry screen if configured in Intacct. The posting date is not prompted at the time of export.

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.