Financial Edge: Ability to Import Invoice Adjustments

Why: When there's a need to adjust multiple invoices (in our case, it can be over a hundred), currently each invoice must be adjusted manually. It would be a beneficial tool to import all the adjustments at once. 

Who: Financial Edge users would benefit from this for ex. if they find out at year-end all their invoices for a particular vendor should have gone to a different GL code.

How: Invoices already have a unique identifier. FE should be able to find the invoice either by the identifier or the invoice description and create the adjustment using the given data (adjustment date, adjustment gl post date, adjustment amount, gl account(s), project number, etc.)

  • Guest
  • Mar 12 2019
  • Future consideration
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  • Nicole Jabaut commented
    17 Jun, 2019 08:34pm

    I wonder if this function would compete with using allocation module?