We have configured for our pending AP vendor invoices to be posted via workflow using the /Post vendor invoice using a batch/. We are configured as follows:
Number of invoices per batch: 20
Hours before posting is rescheduled: 12
Frequency of background processing 3 min
This is now working as expected however there are two things I'm unable to figure out and hoping someone here can assist:
1. How do I see a list of invoices that are PENDING post in batch? When invoices go through approvals and reach the step /Post vendor invoice using a batch/, they remain In Review (just as other invoices). This makes it impossible to see which invoices are waiting to post
vs which invoices are still going through approvals without opening each individual workflow. We are posting hundreds of invoices a day, so this is not practical. Is there a way to see this list? I need to know how many invoices I have that are pending post in batch at any given time.
2. When a pending vendor invoice reaches the /post vendor invoice using a batch/ workflow step, it remains In Review status rather than Approved status. Thus, on the Pending Vendor Invoice Form, the Post option is not available. We have some invoices that are high priority
(on occasion) and must be posted immediately so a payment can be generated to meet deadlines. An example is health insurance premiums that must be paid daily by a specific time in order to avoid steep penalties. As the pending invoice remains in review, the Post option is
not available and we must wait for the invoice to be posted via batch leading to some close calls on meeting our deadlines. How can I workaround this to get the invoice posted immediately when needed?
