How can I quickly post many recurring invoices?
You may have a need to reimburse recurring employee expenses (such as cell phone) at a flat rate every month, through Accounts Payable rather than Payroll. You may want to quickly post one Vendor Invoice for each employee every month.
Unanet's recurring Vendor Invoices have yet to include an option to add the next month's recurring item in the submitted status. This means that each document for each employee would need to be edited and submitted/posted each month.
There are three options identified below to post these recurring expenses more efficiently. The decision on which option to use should be based on company procedures and preferences.
Option 1 - Vendor Invoice Import
Use the Vendor Invoice import with a row for each employee vendor in a single import file. The Vendor Invoices can be imported in a submitted status. Once the documents are imported, they can all be selected in the Vendor Invoice search screen and quickly posted.
Option 2 - Vendor Payment Import
Use the Vendor Payment import with a row for each employee vendor in a single import file. The Vendor Payments can be imported in a submitted status. Once the documents are imported, they can all be selected in the Vendor Payment search screen and quickly posted.
Option 3 - Expense Report Import
If the employees need the ability to see that they have received these payments, then the item must be added to an Expense Report. Use the Expense import with one row for each employee. Include the correct reimbursable Payment Method and import into a LOCKED status. Once the Expense Report file has been imported, a Vendor Invoice can then be created for all of the imported Expense Reports and the payment can be processed.