Hi,
What does it mean when an vendor bill status is show as “Balanced”? Have the transaction been posted to the General Ledger?
Thank you.
Raymond
Vendor bill show as Balanced
Hello
“Balanced” Status indicates -The credit and debit totals are equal for the newly created AP document. The document is assigned this status when it is taken off hold (if no approval is required) or when it is approved (if approval is required).
No entries have been posted to GL.
Refer Help for more info- https://help.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=956b4e51-3078-4d2d-85b3-65c080d95234
Kind Regards,
Amaan
Thanks.
Is there a report in the ERP that show the approval status of the vendor bill?
Userlevel 7
+10
If it’s balanced, it’s been approved (or no approval was required).
The AP Edit report will show all unposted AP documents (On Hold, Pending Approval, Rejected, Balanced, etc.)
If you look at the primary list on the Bills and Adjustments screen, you should be able to see the document status there (if the column isn’t visible, check under the Column Configurator to add it) and any documents that are pending approval will have the status “Pending Approval.”
Users can see documents pending their approval under Time and Expenses > Tasks > Approvals
Thank you.
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