This help article is related to the Production Accounting Suite (PAS)
In Wrapbook, production accountants and administrators can manage AP invoices using either the Production Accounting Suite or Cost tracking. To understand the differences, click here.
Accessing AP invoices in PAS is permission based
To access AP invoices, your account must have one of the following roles enabled:
Role: Company Admin, Accountant
Custom role with: Accounting & Cost Tracking / AP invoices - Full access, Create and manage
To edit, delete, or duplicate an accounts payable (AP) invoice:
In the left-side navigation, click the dropdown menu
In the dropdown menu, select the name of the project that you want to see AP invoices for
In the left-side navigation Accounting menu, click Accounts payable
On the Accounts payable dashboard, click the three dots next next to the payable that you want to update the invoice for
In the menu, you can select either Edit, Duplicate or Delete
If you select either Edit or Duplicate, the AP transaction record will open where you can update or enter the details. Be sure to click the Save button before leaving the page.
To see the audit trail of updates made to the invoice:
Click the toggle to expand the Activity feed to see the audit trail of changes to the invoice, and leave comments that explain changes as needed
If you leave a comment, be sure to click the Send button to post it to the Activity feed
To mark an invoice as urgent:
In the left-side navigation, click the dropdown menu
In the dropdown menu, select the name of the project that you want to see AP invoices for
In the left-side navigation Accounting menu, click Accounts payable
On the Accounts payable dashboard, click the TRX # to open the invoice page
On the invoice page, click the More button, then select Mark as urgent
To unmark a transaction as urgent:
Open the invoice from the Accounts payable dashboard
Click the More button, then select Unmark as urgent