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Purchasing Management's optional payment approval process allows individual approvers to verify that received invoices are correct and ready to pay. Once verified, the invoice number is available in Accounts Payable's invoice # drop-down field. Selecting an invoice number causes the program to complete the invoice entry.
Setup
To activate the optional payment approval feature:
- Hover over Modify and choose Company Information.
- Place a check mark in the Use Payment Approval Process field.
- Hover over Modify and choose Approval Paths. You can use any existing approval path for payment approval, or create new ones.
- Place a check mark in the Use for Payment Approval Path field on existing or newly created paths.
Use
Upon receiving an invoice for a previously approved purchase, an approver begins the payment approval process by locating and opening the corresponding request.
- Hover over Manage and choose Requests.
- Choose the proper Payment Approval Path.
- Click the Payment Approval tab, then click the Add Invoice Payment Approval link.
- Select to close or leave the purchase order open, then enter the Invoice Number and modify any existing information that needs correcting.
- Click the Submit for Approval field to either send to the next approver or complete the payment approval process.
Updated