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[Brad Reeves]

Hi everyone.  Just curious what settings others are used for Accounts Payable Parameters – Invoice Validation.  Ours is currently set to allow our AP accountant quite a bit of flexibility in the 3-way match but that can be a little too flexible, so I’m looking to update our settings.  Just curious what others are doing that allows a good balance between allowing the AP person to enter invoices but restricting some changes to have to be made to the PO to allow invoices to be processed.

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Brad Reeves
Manager – Finance
Bill And Hillary Clinton National Airport
Little Rock AR
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[Tom Noorkah]

attached are our invoice parameters. We also use other areas:
1) Security and roles - we do not allow invoice processors to receive as part of segration of duties.
2) workflow - 
a)if matching conditions are met and invoice is under a threshold, we allow it to post without approval
b) invoices over this threshold go through a pre-audit before posting in auditor's office. 
C) invoices over 50K are reviewed by a audit supervisor role after all other approvals?

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Tom Noorkah
Director of Financial Systems
City of Columbus
Columbus OH

614-645-5718
TRNoorkah@Columbus.gov
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[Barclay Hershey]

Hi Brad,

Our settings:

Post Invoice with Discrepancies = Allow with warning

Automatically Update Invoice = Yes

Match Invoice Totals = No

Line Matching Policy = 3 Way Matching

Allow Matching Policy Override = Higher than Company Policy

Display Unti Price Icon = If Greater Than Tolerance

Match Price Totals = None

Match Charges = No

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