Managing Billing for Unreceived Items and Reporting Open Purchase Orders
The following workflow is only available to customers on the new Accounts Payable module. To identify which version of Accounts Payable you are using, see Which version of the Accounts Payable Module do I have?
Procurify provides tools to manage billing processes and track open purchase orders effectively. Below are details about controlling the billing process and improving financial reporting capabilities.
What are the benefits of this feature?
The Disable bill submission with unreceived items feature ensures that your Accounting team pays for items that have already been received.
Where can I find this feature?
The toggle for this feature can be found under Customize AP Bill Form Page in Settings.
When toggled ON: Accounts Payable users can only create & submit bills for received items/quantities.
When toggled OFF: Accounts Payable users can create & submit bills even if the items/quantities have not been received.
How to enable Disable bill submission with unreceived items
To enable/disable, you must be a Superuser or have permission to access to Customize AP Bill Form.
Navigate to Settings → Customize AP Bill Form
Toggle ON Disable bill submission with unreceived items
You can enable Require Invoice number. When toggled ON, The Invoice Number becomes a required field.
How does it work?
To manage billing of items that are not yet received, toggle ON the "Disable bill submission with unreceived items" feature. This ensures your team can only create bills for received items for better accuracy. If toggled OFF, bills can be created for unreceived items, accommodating more flexible workflows. These configurations enable tighter control over operational billing processes.
Additional Information:
Check out the Type of Matching options in Procurify article for further information.
Learn how to generate a detailed report of open purchase orders in Procurify by navigating to the Export Data section in Settings and selecting the "Receiving History" export option. This export helps manage pending transactions effectively.