accounts payable
Other updates in Accounts Payable
This release includes the following updates to improve your Accounts Payable experience.
Simplify bank file remittance email setup
Set up bank file remittance emails more efficiently with default AP remittance templates and entity-level merge fields to include entity-specific information. These enhancements help organizations create localized remittance communications and manage them more consistently across entities.
Key benefits
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Faster setup: Use preconfigured AP remittance email templates as a starting point instead of building templates from scratch.
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Localized communication: Use region-specific default templates designed for local business communications.
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Entity-level information: Include entity-specific details, such as company name, address, and contact information, in remittance emails.
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Simplified management: Manage remittance communication more consistently across multi-entity environments.
Good to know
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Remittance email templates now support additional entity-level merge fields, including company and contact information.
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Default AP remittance templates are provided as a starting point for customization.
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These enhancements apply to bank file remittance communications and do not affect cheque remittance.
| Subscription |
Accounts Payable Administration Company |
|---|---|
| Regional availability |
All regions |
| User type |
Business user with admin privileges Business |
| Permissions |
Administration
Company
|
| Configuration | Download default email templates on the Accounts Payable configuration page. |
Make limited edits to on-hold and billed items
Update AP purchase invoice status more efficiently without creating unnecessary approval cycles.
What's changed
Update eligible nonfinancial fields on posted or billed transactions while preserving the accounting impact of the AP purchase invoice. For example, place an AP purchase invoice on hold or remove an existing hold without reopening the AP purchase invoice for approval.
Key benefits
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Greater flexibility: Update AP purchase invoice status without reversing or recreating transactions.
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Fewer approval delays: Eligible edits do not restart the approval process.
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Protected financial integrity: Financial amounts and accounting data remain unchanged.
Good to know
Only supported fields are editable. Changes to financial data are still restricted. Changes to AP purchase invoices related to customer refunds are also restricted.
| Subscription |
Accounts Payable |
|---|---|
| Regional availability |
All regions |
| User type |
Business |
| Permissions |
AP purchase invoices: List, View, Edit |
| Restrictions |
|
