Payment Assistant Invoice Entry Questions
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.
Why are payment methods ignored if I use Payment Assistant?
Vendor payment method defaults are used by payments you process yourself manually. Your organization processes the payments and pays the vendors directly. However, with Payment Assistant, we contact the vendors and arrange a payment method that is used for Payment Assistant only. Vendors can choose from ACH, one-time virtual card, or check.
How does Payment Assistant work with Expense Management or my Accounts Payable approval process?
Payment Assistant can be used with any invoice that's ready to be paid. It doesn't matter how the invoice was approved, so you can use either or both.
What invoice approvals are required in Payment Assistant?
Payment Assistant doesn't require any additional special approvals. The existing invoice approval functionality, including business rules, is not affected by this new offering.
Can you read a scanned invoice to automate invoice entry?
Automated invoice entry is not supported at this time. This feature is currently being considered for future development.