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The payment should by branch but load all

  • 27 February 2024
  • 5 replies
  • 49 views

Userlevel 2
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Best answer by Laura02 27 February 2024, 14:46

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5 replies

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Hello,

If the employee entering the Payment is a member of all branch roles, and the Cash Account is not restricted by branch, and the vendor’s visibility is not restricted by branch, then all bills are displayed as available to be paid in Checks and Payments screen.

  1. User is in all Branch Roles:

 

  1. Cash accounts not restricted by branch: these cash accounts may be seen/used in any branch, to pay bills from any branch:
  1. Vendor is not restricted by branch:

Please add your idea to this community.

Laura

Userlevel 5
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Hi @vannakheng66,

Could you please confirm the Inter-Branch Transactions feature in enabled on the Enable/Disable Features form?

You can use Load Documents Action button also to load payments from the single branch.

Hope, it helps!

Regards,

Sagar, Greytrix

 

 

Userlevel 2
Badge

Hi @vannakheng66,

Could you please confirm the Inter-Branch Transactions feature in enabled on the Enable/Disable Features form?

You can use Load Documents Action button also to load payments from the single branch.

Hope, it helps!

Regards,

Sagar, Greytrix

 

 

Not payment and Application. Check and Payment

Badge +18

Hello,

Looks like Load Documents button exists in AP Checks & Payments but does not prompt the user with options; documents for all branches are automatically loaded to the Documents to Apply tab (showing version 2023 R2):

Please add your idea to duplicate the same Load Document choices in Payables, to match AR Payment and Application, so we may vote.

Laura

Userlevel 2
Badge

Hello,

Looks like Load Documents button exists in AP Checks & Payments but does not prompt the user with options; documents for all branches are automatically loaded to the Documents to Apply tab (showing version 2023 R2):

Please add your idea to duplicate the same Load Document choices in Payables, to match AR Payment and Application, so we may vote.

Laura

yes load documents should have option for loading 

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