Purchasing & Inventory: Inputting invoices
Linked Ideas
Hi David,
How about if we are inputting invoices that are not associated with a PR, OR, PO, etc.? I am on the Invoice Entry page and still am unable to see this particular account, although all others are available to me.
Good morning @Selina Routh,
Thank you for your query.
The ability to see particular Accounts while entering Invoices (or creating ORs, PRs, POs, etc.) is controlled via Outlet Accounts:
- Property->Setup->Accounting->Outlet Account
Although an Account may be visible in Property->Setup->Accounting->Accounts, unless it is flagged in Outlet Accounts, it will not be available; therefore, please verify that the Account(s) in question are flagged against the appropriate Outlet(s).
Please let us know if you have any follow-up questions regarding this topic.
Best
David
Fourth
Hi David,
How about if we are inputting invoices that are not associated with a PR, OR, PO, etc.? I am on the Invoice Entry page and still am unable to see this particular account, although all others are available to me.
Good morning @Selina Routh,
Thank you for your query.
The ability to see particular Accounts while entering Invoices (or creating ORs, PRs, POs, etc.) is controlled via Outlet Accounts:
- Property->Setup->Accounting->Outlet Account
Although an Account may be visible in Property->Setup->Accounting->Accounts, unless it is flagged in Outlet Accounts, it will not be available; therefore, please verify that the Account(s) in question are flagged against the appropriate Outlet(s).
Please let us know if you have any follow-up questions regarding this topic.
Best
David
Fourth
HI @Kenneniah Ruby,
The Account restriction for entering Invoices follows the same logic as other transactions; please ensure that your Property Administrator has granted Outlet(s) permissions to your user profile & that the relevant Accounts are flagged against the Outlet(s).
Best
David
Fourth
HI @Kenneniah Ruby,
The Account restriction for entering Invoices follows the same logic as other transactions; please ensure that your Property Administrator has granted Outlet(s) permissions to your user profile & that the relevant Accounts are flagged against the Outlet(s).
Best
David
Fourth
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