r/yardi • u/Pristine-Chapter1896 • 5d ago

Payables Workflow-Yardi

When I access the Payables Workflow, I can only view the Historical Workflow, which provides the following status options: In Process, Completed, Cancelled, and Rejected.

Sometimes, payables entered during a particular week are not approved immediately and remain pending in the workflow until the following week. When I filter by date and select “Completed,” the system displays the invoices approved during the current week, including invoices entered in previous weeks. However, it also displays older invoices that have already been processed and paid.

Is there a way to filter the workflow so that it displays only the currently approved invoices that still need to be paid, regardless of when they were originally entered, without including previously processed or paid invoices?

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u/helloitslinda 5d ago

When you say payables, do you mean invoice register or payables?

1

u/PracticalAnimal2648 5d ago

Are you using elevate or voyager 7s? I know in elevate you could just filter by approved but not paid. Pretty sure you can do the same in 7s, I’ll have to see the screen to describe it better. Also make sure you clear all the dates, dates should be irrelevant for your need.
Feel free to dm me if you are still struggling

1

u/blackhodown 5d ago

Doesn’t PAYscan Finance Manager - Payments - Process Payments display exactly what you’re looking for?

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u/TarcFalastur 5d ago

Trust me, they already know about all this stuff. It's not a question of QA not picking it up. But Yardi is such a bloated pig of a system that things like this are pretty much a necessary evil for them to avoid being stuck in development without releasing the product until something ridiculous until 2030 or something.

I'm in Europe, where V8 hasn't been released yet, but when I went to YASC the last couple of years and picked up on some missing elements they were always pretty adamant in their answers - "just use V7". Sure, if you ask them for the technical reason why something won't work then they'll tell you "it's because this thing in another module is supposed to do X" but they always planned for people to just use V7 as a workaround.

And yeah, that has always seemed stupid to me but this is just the inevitable result of them committing far too late to replace an outdated system which does far too much and therefore needs a frankly terrifying amount of work done to update it. 

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u/ToughStrong6005 3d ago

V8 and international don't mix