Transition to a Live Company: Verify Financial Controls Settings

Verify Financial Controls settings when going live with your test company.

See Transition a Test Company to a Live Company for more details.

AP Unapproved Invoices

  1. Select Admin > Portal Settings > AP Review.
  2. Under General Configuration, add the live company equivalents to the following setting: AP Companies to enable in the Portal.
  3. Under Invoice Line Item, add the live company equivalents to the following settings:
    • Enabled EMCo for lookups (comma separated)
    • Enabled GLCo for lookups (comma separated)
    • Enabled INCo for lookups (comma separated)
    • Enabled JCCo for lookups (comma separated)
    • Enabled SMCo for lookups (comma separated)
  4. Ensure that Employee Groups assigned in the following portal settings are assigned to your live company (if a setting is blank, it may not be in use):
    • General Configuration > Restrict AP Invoice Review Editing Privileges to only members of this employee group
    • Invoice Header > User group with permission to update the invoice AP Reference
    • Invoice Line Item > User group to Allow AP Line Reviewer Editing

AP Check Review

  1. Select Admin > User Access.
  2. Ensure that the appropriate users have access to Check Review (under Financial Controls) for your live company.
  3. Select Admin > Portal Settings > AP Review > AP Check Review.
  4. Enable the applicable live companies in List of AP companies to enable to the AP Check Review Portal.