Send a claim to AP Unapproved Invoice Entry
This will create an unapproved invoice that you can process using the AP unapproved invoices feature.
For an overview of the claims process, see Process Subcontract Claims.
Unapproved invoices are invoices that you want held apart from other AP transactions - for example the invoices need to be reviewed and approved before they are posted and paid. Unapproved invoices do not update any subledger or GL, are not eligible for payment, and are not reported as Open Payables. Instead, they are stored and tracked in a separate set of files until the review/approval process is complete.
Follow the steps below to send a claim to the AP Unapproved Invoice Entry form.
Once you send a claim to AP Unapproved Invoice Entry, you can no longer edit the claim using the SL Subcontract Claims form.
Each subcontract item on the claim is assigned the reviewer group specified for the job in the JC Jobs form (Invoices field, Info tab).
Invoice totals will be the claim amount plus/minus the tax on the invoice, depending on the country.
- Australia - the invoice total is the claim amount less the tax on the invoice. For example, if the claim amount is $25,000 and the tax amount is 5%($1,250), the invoice total is $23,750.
- US/Canada - the invoice total is the claim amount plus the tax on the invoice. For example if the claim amount is $25,000 and the tax amount is 5%($1,250), the invoice total is $26,250