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Pre- Release in Bills and Adjustment

  • October 9, 2023
  • 2 replies
  • 214 views

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Hi,

I just want to ask if there is a need set up to show pre-release button.

Thank you!

Best answer by Laura03

Hello @Fie ,

Expense reclassification can be disabled:

Can Disable Expense Reclassification in Enable/Disable Features

Expense reclassification is optional, not a requirement, and I think it’s confusing to new users to have Release and Pre-Release offered at the same time when Hold is removed. 

Used when proper expense account for bill is unknown

The feature allows a bill to be paid with temporary expense account, and then later changed/reclassed to a correct expense account.

Laura

2 replies

Laura03
Captain II
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  • Captain II
  • Answer
  • October 9, 2023

Hello @Fie ,

Expense reclassification can be disabled:

Can Disable Expense Reclassification in Enable/Disable Features

Expense reclassification is optional, not a requirement, and I think it’s confusing to new users to have Release and Pre-Release offered at the same time when Hold is removed. 

Used when proper expense account for bill is unknown

The feature allows a bill to be paid with temporary expense account, and then later changed/reclassed to a correct expense account.

Laura


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  • Semi-Pro II
  • October 11, 2023

Pre-Release also only works for manually keyed in AP bills, not AP bills linked to PO Receipts.