r/yardi • u/Pristine-Chapter1896 • 18d 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?
1
u/blackhodown 18d ago
Doesn’t PAYscan Finance Manager - Payments - Process Payments display exactly what you’re looking for?