Bill Payment workflow
How are NetSuite Bill Payments reflected in reporting?
Users with the Administrator or Auditor role have access to the reporting tool. Here, Organisation Administrators can set up new reports to suit their needs. This is how you create a report for NetSuite Bill Payments: On the Reports page, start ...
Can Requesters edit NetSuite Bill Payments before approval?
Yes, Pending Bill Payment requests can be amended by their Requesters. To edit a NetSuite Bill Payment record, click on EDIT: Change the respective fields and resubmit the request for approval. Please note: The approval process will start from ...
NetSuite Bill Payment approvals: who is notified, and when?
Requesters are notified about approvals and rejections Approvers are notified when their decision is required Watchers are notified about approvals and rejections
How does the creation of NetSuite Bill Payments work?
This is how you enable the creation of NetSuite Bill Payments First of all, the NetSuite Bill Payment workflow needs to be set up and activated. In its Payment Creation section, you can specify all users who will be able to create NetSuite Payment ...
Do NetSuite Bill Payment Requesters access the Bill workflow?
You don't necessarily need to add the Requesters of NetSuite Bill Payments to the Bill workflow. However, they will have access to all Approved Bills according to the settings in the Requester matrix for the NetSuite Bill Payment workflow.
Add Bills created and approved in NetSuite to NetSuite Bill Payments
To enable the pulling of created and approved in NetSuite Bills into ApprovalMax for seamless management with the NetSuite Bill Payment workflow, you must activate the option Fraud detection - bypass the approval workflow in the Bill workflow ...
How can I restrict the Requesters of NetSuite Bill Payments?
ApprovalMax allows restricting Requesters in terms of what data they can see and work with when creating NetSuite Bill Payments. You can, for example, configure their access rights so that individual Requesters are only allowed to select certain ...
How do I set up a NetSuite Bill Payment approval workflow?
This is how you set up a NetSuite Bill Payment workflow: In the main menu, find your Organisation and open the Approval Workflows page under Workflows and settings: Click on the NetSuite Bill Payment approval workflow: The first step is Bill Payment ...
How does the approval of NetSuite Bill Payments work?
ApprovalMax enables multi-step approval workflows for NetSuite Bill Payments: This is how it works: Bill Payments are created either in NetSuite in the Pending Approval status, or directly in ApprovalMax. ApprovalMax pulls such Bill Payments from ...