Allow Additional Line Types on PO/Sub Invoices

Allow additional line types on invoices containing PO/Subcontract lines.

Allow Coding Override on PO Lines

True = Allows the user to override the coding from the Purchase Order.
False = Makes coding read only.

Allow Coding to Asset Accounts

Allow coding to asset accounts.

Allow GL Override on Invoice

Allows GL accounts to be overridden on the Invoice Entry screen.

Auto Route To Estimator

Enable routing rules to estimator from bridged company.

Auto Route to Salesperson

Enable routing rules to salesperson from bridged company.

Auto Route To Super

Enable routing rules to superintendent from bridged company.

Default GL On Expense

Defaults new invoice expense lines with the configured GL prefix.

Disable Custom Invoice Validation

Turns off custom invoice validation rules in APFlow™.

Disable Invoice Routing

Turns off invoice routing in APFlow™.

Document Match - Retrieve potential matching POs in APFlow™

True to retrieve potential matches for POs in Document Match.
False will turn off the retrieval of potential matches for PO documents.

Enable Approve Invoices Job Filters

Enable reviewers to group invoices by job.

Enable Credit Card Management Integration

True enables the importing of credit card invoices to Sage 100 Credit Card Management instead of AP Invoices.
Click here for details.

Export Job Header

Export the job number to the invoice header.

Export Path

UNC path where export files will be saved.

Import Notes

Set to "True" to copy the AP Invoice's Notes to Sage 100.

Include Closed Jobs

Allow closed jobs to display in the display list.

Job Budget $0 Warning

If enabled then the job budget warning will be applied when the budgeted amount is $0.

Job Budget Reviewer Warning

Overrides job budget warning for a reviewer.

Job Budget Tolerance

Tolerance amount to exceed before enforcing the job budget warning.

Job Budget Warning

Type of warning message when the amount for a job exceeds the budgeted amount.

Launch AP Export Detail Report

Launch AP export detail report after exporting.

P. O. Reviewer Warning

Overrides P.O. warning for a reviewer.

P. O. Tolerance Dollar Amount

Tolerance amount to exceed before enforcing the purchase order warning.

P. O. Tolerance Percentage

Tolerance amount percentage to exceed before enforcing the purchase order warning.

P. O. Tolerance Type

Determines whether to allow P. O. tolerance up to the P. O. Tolerance Dollar value, the percentage value, or both.

If Both is selected, dollar and percentage tolerances must be met. If one is met and the other is exceeded, the purchase order warning will generate.

P.O. Warning

Type of warning message when purchase order amount exceeds the committed amount.

Processor Compliance Warnings

Warns processor if vendor/subcontract compliance items are out of compliance.

Require Invoice Reset to Pending Notes

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

Restrict Cost Code

Filter the cost code list to codes which have been set up with budgets.

Reviewer Compliance Warning

Warns reviewer if vendor or subcontract compliance items are out of compliance.

Sage 100 Contractor Software Version

Use this setting so that the AP invoice push option will  use the correct queries for the version of Sage 100 that is currently running.

Subcontract Reviewer Warning

Overrides subcontract warning for a reviewer.

Subcontract Tolerance Dollar Amount

Tolerance amount to exceed before enforcing the subcontract warning.

Subcontract Tolerance Percentage

Tolerance amount percentage to exceed before enforcing the subcontract warning.

Subcontract Tolerance Type

Determines whether to allow Subcontract tolerance up to the Tolerance Dollar value, the percentage value, or both.

If Both is selected, dollar and percentage tolerances must be met. If one is met and the other is exceeded, the subcontract warning will generate.

Subcontract Warning

Type of warning message when subcontract exceeds the committed amount.

Use AP Invoice Push

Use the push functionality for AP invoice exporting.

Use Sage 100 API Push

True = Use API provided by Sage for exporting.
False = Use Sage Paperless Construction export routines for exporting.

Work Order Date Cutoff Years

Only retrieve work orders within past x years.