These are your Frequently Asked Questions regarding Vendor and Subcontractor Invoices and Applications for Payment in RedTeam. Are we missing something? Send your question to service@redteamsoftware.com
1. How/When Does an Invoice transfer over to QuickBooks Online or Sage?
When the vendor invoice is Executed the financial details of the invoice will be sent via API to either QuickBooks Online or Sage, depending on which application you have connected to your company's RedTeam account.
In order to execute an invoice, you must first create and approve the invoice. The final approver will have the ability to check the box labeled "Execute this Disbursement Authorization upon Approval" to change the invoice status to Executed upon their approval. OR, the invoice status may be changed to Executed after approval by selecting the Tools icon and clicking "Change Status."
2. How do I have more than one draft vendor invoice for a commitment?
When working with invoices for a vendor's buyout commitment, RedTeam can be configured to allow multiple simultaneous draft vendor invoices simultaneously, or only one at a time. If your Accounts Payable workflow is frequently interacting with multiple invoices from vendors, it may be very helpful to enable this feature.
Multiple draft invoices are controlled by the configuration for their related Buyout Commitment. If you have administrator permissions, you can edit a Commitment in the Configuration Menu.
Steps:
Click on the Configuration Menu on the left.
Click Commitment Forms within the Projects section of the Configurations.
Find the Commitment Form you want to edit and click the toolbox icon to its left, then click Edit
Look for the "Progress Metric" section and click the "Allow multiple Draft Invoices" checkbox.
