Add an option to payment proposals for "Category" type.

A category, can be created in the supplier table. Suppliers can be assigned to categories. If these categories can be chosen in the payment proposal form, then only those suppliers that match the category will be paid.

Often we need to produce check runs for certain types of suppliers. These may include "sensitive" suppliers where we want to cut checks on a weekly basis. Another example includes suppliers that are paid by wire transfer, and we want to only produce runs for wire transfers. As a third example, we may cut checks to all of our carriers separate from all other suppliers. A forth example, our sales staff are on the road constantly and get reimbursed for expenses on a weekly basis. We do not want to cut checks for all suppliers every week. Therefore, a category to assign to our sales staff (e.g. "weekly") would enable us to cut checks to only those suppliers in this category.

by: Tony L. | over a year ago | Financials