What was it like before?
Previously, when users added extra costs to Purchase Orders (POs), those line items were not added as unbilled line items within Procurify. Therefore, they could not be billed or correctly accounted for when processing payments or reconciling credit card transactions. These extra costs include:
What is it like now?
Other costs/fields such as freight, discount, and tax will push over to Accounts Payable unbilled items from POs. These items will show up as individual line items in unbilled items. Items will be generated the first time the PO is received (regardless if it's a partial or full receive). Otherwise, items will be generated when the PO is manually closed.
- The key cut-off point is that miscellaneous costs are only pushed into unbilled items ONCE.
- If the PO is not yet received, closed without misc cost, then reopened, then revised with misc cost, then the items will be generated when the PO is received against or if the PO is manually closed.
- Revisions or cancellations to a PO will NOT update/delete the corresponding unbilled item. For example, updating the tax amount from $50 to $100 after the unbilled item has been generated means that the unbilled item still shows $50.
What do I have to do?
If you previously did not add extra costs to Purchase Orders, you can begin adding additional costs knowing that those costs will be pushed to the unbilled section within Procurify. If this is not something that applies to your workflow, continue with your usual process workflow.