Skip to main content

Adaco : How to export containers invoices

Marie GIL
Hello,   I have a supplier invoice that only corresponds to containers. Adaco trainer in London named Ben told me that I should directly import the invoice like on my screen shots attached. Accounting --> Invoices --> Invoice entry. I did it just like he told me to but then when I want to export the file, it doesn't appear on the Accounts Payable Interface. It is blocked in the Invoice Review/Approval whereas there is no approvers needed.   How can I do to get these invoices in the AP Interface?   Thank you very much in advance for your help. ​
0

Comments

8 comments

Date Votes
  • Richard Fraser Smith

    Hi @Marie GIL​ ,

     

    I will be reaching out to you via email as this is becoming a specific matter that will be best resolved away from the Community.

     

    Kind regards,

     

    Rich​

    0
  • Marie GIL

    Thank you so much for your very helpful answer Richard.

     

    However, I tried to do it with the administrator of our hotel and he cannot approve all invoices, some stay blocked in the Invoice Review/Approval.

     

    Is there any way to delete all we have done since now that appears in invoice Review/Approval to then be able to Enable Manual Invoice Approval Routing? Because to do enable it, the review/approval file needs to be empty.

     

    Thank you very much in advance for your kind help.

     

    Best regards,

     

    Marie

    0
  • Richard Fraser Smith

    Hi @Marie GIL​ ,

     

    I will be reaching out to you via email as this is becoming a specific matter that will be best resolved away from the Community.

     

    Kind regards,

     

    Rich​

    0
  • Fourth Customer Success Portal

    Hi there!

     

    For anyone else wondering, you would need to either re-route the invoices down a new route by viewing the invoice in:

    Accounting -> Invoices -> Invoice Review / Approval 

    Or in the same place rather than selecting the invoice and re-routing you can right click and choose delete (if you have the user rights).

     

    If you choose the second option you will need to re-enter the invoice information later.

     

    Once the invoices in this list have been dealt with you will be able to make any configuration changes as required.

     

    Best,

    @Richard Smith​ & Rozz

    0
  • Marie GIL

    Thank you so much for your very helpful answer Richard.

     

    However, I tried to do it with the administrator of our hotel and he cannot approve all invoices, some stay blocked in the Invoice Review/Approval.

     

    Is there any way to delete all we have done since now that appears in invoice Review/Approval to then be able to Enable Manual Invoice Approval Routing? Because to do enable it, the review/approval file needs to be empty.

     

    Thank you very much in advance for your kind help.

     

    Best regards,

     

    Marie

    0
  • Richard Fraser Smith

    Hi {@0053z00000AyGukAAF}​ ,

     

    Thanks for the inquiry.

     

    You can indeed direct import invoices as you have done however it looks like the configuration at your property has specified that posting manual invoices ​will require a final approver to approve the invoice.

     

    In this situation you would need to create an Invoice Approval route in Property -> Set Up -> Routing -> Route Builder and then have this approver go in to Accounting -> Invoices -> Invoice Review / Approval to approve the invoices.

     

    This is in line with out best practice recommendations as it ensures that invoices are not being passed to your AP system without it first being approved.

     

    However if you wish to change the configuration you can remove the manual invoice approval in Property -> Administration -> Property Preferences -> Receiving there is a tick box Enable Manual Invoice Approval Routing. If this is un-ticked then the invoice can be directly posted to the AP interface and exported.

     

    I hope this helps.

     

    Regards,

     

    Rich

    0
  • Richard Fraser Smith

    Hi {@0053z00000AyGukAAF}​ ,

     

    Thanks for the inquiry.

     

    You can indeed direct import invoices as you have done however it looks like the configuration at your property has specified that posting manual invoices ​will require a final approver to approve the invoice.

     

    In this situation you would need to create an Invoice Approval route in Property -> Set Up -> Routing -> Route Builder and then have this approver go in to Accounting -> Invoices -> Invoice Review / Approval to approve the invoices.

     

    This is in line with out best practice recommendations as it ensures that invoices are not being passed to your AP system without it first being approved.

     

    However if you wish to change the configuration you can remove the manual invoice approval in Property -> Administration -> Property Preferences -> Receiving there is a tick box Enable Manual Invoice Approval Routing. If this is un-ticked then the invoice can be directly posted to the AP interface and exported.

     

    I hope this helps.

     

    Regards,

     

    Rich

    0
  • Fourth Customer Success Portal

    Hi there!

     

    For anyone else wondering, you would need to either re-route the invoices down a new route by viewing the invoice in:

    Accounting -> Invoices -> Invoice Review / Approval 

    Or in the same place rather than selecting the invoice and re-routing you can right click and choose delete (if you have the user rights).

     

    If you choose the second option you will need to re-enter the invoice information later.

     

    Once the invoices in this list have been dealt with you will be able to make any configuration changes as required.

     

    Best,

    @Richard Smith​ & Rozz

    0

Please sign in to leave a comment.

Didn't find what you were looking for?

New post