Vendor Invoice Settings

Within Discovery, there are a handful of settings that affect the bulk processing of Vendor Invoices. These settings are toggles (on or off) and dictate whether or not an action or behavior is carried out on Vendor Invoices. These actions are:

  • Allocate After Match

    Automatically allocate vendor fees across service charges after line item matching.

  • Audit After Allocation

    Automatically perform an audit and revise charges after allocation.

  • Strict Cash Flow Protection

    Match to revenue checks will always fail unless a matching client invoice has been sent AND paid.

Here's how to access these toggles:


1
Navigate to the Tenant Settings screen using the drop down menu in the top right corner (below your profile name in the navigation bar).
2
On the General Settings tab, scroll down to the Vendor Invoice Settings section.
3
Here, you'll see a collection of available Vendor Invoice Settings toggles. You will also find the email you'll use to Gather Vendor Invoices into Discovery via the Email Attachment method.
4
To activate any of the Vendor Invoice Settings, please click the respective toggle.
5
Changes are immediately saved.

If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.