Good day,
On the Check Review. Please add the Search by Vendor instead of Check Number only, and also if the Vendor can be added as one of the filters in the “Sort Invoices By” field.
The Check Review tool will be very useful for Project Managers to check if a Subcontractor or Supplier has been paid. The check number is not something that a PM would know, and if one already has a check number – then you have already gone somewhere else to get that info - making the Check Review feature not needed.
It would be a great tool to search for a check paid to a particular Vendor in a given time frame.
Thank you so much,
DOREEN KHUMALO
| Company | CWC |
| Job Title / Role | CFO |
| I need it... | Yesterday...Come on already |
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Hi Doreen,
I believe this request is more expansive. I've heard in the past that PM would like the ability to search invoices they have approved via ap and review the status of the invoice via invoice number or vendor. Most typically vendor. If this is correct, can you submit a suggestion just for that page. I think it will generate community responses.
For this particular request, the looming question is security over what a pm can see. The check review is very much so designed for CFO and controller. This means a CFO/Controller can view any check in the company they have permission to view. My guess is that you don't want a pm to be able to view any vendor, just the invoices they have approved. Can you confirm?
Thanks