Payables Business Rules

Note: Don't see this? If all goes well based on feedback and usage, expect its wider release in a future update.

Payables business rules help you customize standard procedures and requirements to suit your organization. For example, you can select to automatically search for duplicates when you save a new invoice.

To define payables business rules, navigate to Payables, Settings.

Note: The options that appear under Settings are based on the user’s permissions.

You can define business rules for the following:

• Automatic applications

• General

• Vendors

• Invoices

• Credit memos

• Payments

• Adjustments

• Purchase orders

• Line items

• Receipts

Note: You can still view and manage these payables business rules in the database view. In the future, they will become read-only. Other business rule features that aren't available in web view, such as recurring invoice, requisition, queue, and invoice requests, are managed in the database view.