I am looking to have the option to bring invoices in through AP Document recognition and have one line on the detail instead of multiple lines. Can someone help me with this?
+16Dianne wrote:
They are all different items.
What is the reasoning that you would want to combine them then? Usually the doc recognition is for PO receiving. Unless they are all Non-Stock items, is this the case?
Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
1 person likes this
We have similar situation sometimes (not live yet). We are bringing in all AP invoices through AP Document recognition and yes it creates sometimes line items from invoices that are not required - example small $ value surcharge etc. We also consolidate the small unnecessary lines into 1 because otherwise it carries as a line on the TM Billing invoice which creates too many lines otherwise on the TM invoice. We do this by manually deleting and editing on the AP Document recognition screen.
1 person likes this
We are not going live with our PO system until later this year. We would like to reduce the input time by AP by having line items summarized into one line only. Do you know if this is possible and if so where can we change this setting?
Reply
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.