Configure Optional Settings for AP Invoice Review

To meet your organization's unique needs, you can configure optional settings in Vista Web and Vista for invoice review in the Vista Web portal.

If you haven't already, complete the required setup to Configure Vista for AP Invoice Review and Configure Vista Web for AP Invoice Review.

The following settings and configurations are optional.

If you would like to set additional restrictions for users approving purchase orders, enable the following settings.
  1. In Vista Web, go to Admin > Portal Settings > AP Review > Approval/Rejection and select Enable Vista PO approval restriction settings.
  2. In Vista, go to Accounts Payable > Programs > AP Company Parameters > Audit Options tab.
  3. In the Purchase Orders section, select the checkboxes next to the options you want to enable. Options include:
    • Allow transactions to exceed item line's current total cost
    • Allow transactions to exceed item's current total cost
    • Allow transactions to exceed PO's current total cost
    • Allow invoiced to exceed PO Item Line received
    • Allow invoiced to exceed PO Item received
    • Check compliance on transaction entry, warning only
    • Don't add to Payments batch if 'out of compliance'