Can we disable confirmations upon posting

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Jeremy Krebbs

• May 16, 2018 21:10

When you Post or Unpost an AP (maybe all transactions, haven't tested anything else yet), it now gives you a confirmation page telling you what transaction records are going to be created or deleted. This adds an extra step each time we post and if it's a large invoice it could be spread across 5+ pages and require us to confirm 5+ times. Can we disable this?

 

https://www.screencast.com/t/XDQLd7yWWf8l

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  Ryan Faulkingham

  • May 17, 2018 13:57

  Hi Jeremy,

  There are 2 options to help streamline this: 1. When you are in the mass add/edit screen, you can click the "create & post" button. 2. You can batch post from the payables listview.

  Thank you,

  Ryan

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  Jeremy Krebbs

  • May 17, 2018 16:03

  Ryan,

  The two-step process for electronic payments is the validation step before I can post the disbursement. Normally I have only one screen to acknowledge the post. Now there is this validation screen prior to getting me to the normal screen where I post the payment. Is this part of the new release? We have updated from Buttercup to the latest release.  

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  Ryan Faulkingham

  • May 21, 2018 18:41

  Hi Jeremy,

  Yes, this was part of the upgrade and was put in place due to some underlying salesforce requirements. This intermediate page will give you some detailed information if there is a reason why a payable cannot be posted.

  Thank you,

  Ryan

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