Select Invoices to Pay with Payment Assistant

Before Payment Assistant can process invoices and pay vendors, you must first create a payment run and ensure invoices include required details with correct formatting. Other than making sure invoices contain the required information, there are no changes to how you enter invoices.

Note: Payment Assistant™ is currently in Limited Availability (LA). Are you interested in participating? Apply to join our LA group. During this time, we'll review and implement participant feedback to prepare for general availability.

Create a new payment run:

1. From the Payment runs page, select New.

2. Select the invoices you are ready to pay. If an invoice is missing required info and can't be sent to Payment Assistant yet, a status appears in the Action needed column.

   Tip: It is recommended that users select no more than 100 invoices for a single payment run.

3. Select Pre-payment report to verify there are no distribution errors. If there are errors, you'll want to adjust the invoice before submitting the payment run for approval.

4. Select Submit for approval. An email is sent to the user(s) who were identified as approvers on the Approval tiers setup. We also display an in-product notification for the approvers when they log in to Financial Edge NXT.