Supplier price lists and quotes from the Price Lists Drive folder. Each invoice is checked against the one for its vendor and job (or the vendor's standing pricing). Listed by job number; open one to change its vendor or jobs.
Job #
Job
Vendor
Quote #
Date
Valid until
Items
Invoices checked
No price lists yet. Drop supplier price lists into the Price Lists folder in Drive, then click Run scan.
Contracts and agreements
From the Contracts folder in Drive and the Pricing & Agreements site. Each one is summarized once; its prices and any price changes over the term are used to check that vendor's invoices for the job, and invoices dated outside the term or over the contract value are flagged.
Vendor
Agreement
Type
Job
Term
Value
No contracts yet. Drop signed contracts into the Contracts folder in Drive (or have the PM upload them on the Pricing & Agreements site), then click Run scan.
Vendors
Created automatically from scanned documents. Check a vendor's details and mark it verified: from then on, an invoice whose remit-to address or bank account doesn't match is flagged.
Vendor
Status
Code
Remit to
Invoices
Slips
Price lists
No vendors yet.
Scan reports
Each time someone clicks Run scan. Click a scan for its report.
Scan
Started
By
Files
Read
Matched
Discrepancies
Price issues
Errors
No scans yet. Click Run scan.
Backups
The whole database is copied every hour, Monday to Friday 7 am to 7 pm, into the A/P Matching Backups shared drive (kept 90 days). Backups from the last 30 days can be restored here. Restoring puts everything back to that moment: anything done since is lost, so it can be undone right after.
Backup
By
Rows
Size
No backups yet.
Sessions
Everyone signed in to A/P or Pricing & Agreements right now. Sign out ends a session immediately: their next click shows the sign-in page. To keep someone out for good, also remove them from the access list. A/P sessions last 7 days, Pricing & Agreements 15.
Who
Site
Signed in
Last active
Expires
Health
Checked every 15 minutes, Monday to Friday 7 am to 7 pm. Problems are emailed to IT when they start, daily while they last, and when they clear. Times are your computer's.
Alerts
Problem
Since
Status
Report emails
Weekly summary to A/P on Mondays and monthly summary to the CFO on the 1st, at 11 am. A preview comes to IT at 10 am; Hold stops that day's 11 am send. Send test emails the report as of now to IT only.
