Currently when invoices are entered into Paperless, the invoice is coded to a commitment and you can select a joint payee that is set up on the commitment. Even though the joint payee is selected, the invoice does not have the secondary vendor ID populated on the distribution record once the invoice is sent over to AP. This causes an issue as the secondary vendor ID is the variable that ensures that the amount paid to the joint payee is correctly updated on the JC Commitment. Since this field is not populated, the only option I have is to either change every invoice that has a joint payee (prior to the invoice being paid!) to attach it to the secondary vendor ID or manually update the amount paid to the joint payee on the commitment record. Both work arounds leave us open to errors being made and the resulting reports showing incorrect amounts. I worked with Patrick Rayburn-Hieronimus at Sage Support and was told that the Secondary Vendor ID is not a field that is currently available when invoices are imported into Sage. I would (1) like to have that field available for invoice imports and (2) have Sage Paperless integrate so that field is populated for invoices using joint payees.

by: Sherry W. | 3 months ago | 7 General Enhancements