@Kandy Beatty yes. Essentially our ap person takes it off hold and once that happens it gets routed to the PM per our settings on the approval map. We get many bills so we’re trying to make it easier for the PMs to approve so we suggested the mobile app. However they need the flexibility to be able to change codes if need be
@Kandy Beatty doesnt appear doable from The mobile app because that would work. Doable on the desktop because that’s what they do.
hey @Robert Sternberg just following up here to take one last stab at it before i just look into a customization
@Laura02 so we updated the vendor in it’s profile and made sure to select the appropriate 1099 form. However - the system is not reading that the checks issued to t hem were for 1099’s at this point. Not sure how to proceed after modifying their vendor profile?
@dsimmerly is she referencing this area? Sorry I am just not familiar!
@dsimmerly and @Laura02 so.. if we have thouands of bills - does anyone have a suggestion on how to bulk edit them?
Yes thanks Heidi you the real MVP! @Heidi Dempsey
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