Currently we are unable to unapply vendor credits when they are used in paying off an invoice. There have been a few times where I will add a vendor credit to a bill(s) and it pays off the full bill. If I need to have it undone I have had to contact Ramp support to help with this scenario and it ends up taking a while to get it completed and delays bill payment to get out to vendor. Please allow a way for an admin to be able to unapply vendor credits to an invoice or to reopen a paid invoice.
Hi! @Carr_s_Tree_AP - two questions to try to better understand your situation:
- Do you see your vendor credits in the Vendor Management tab within Ramp?
- Why do you need to unapply vendor credits? And how often are you needing to do that?
Thanks!
I first needed it done when I was not sure how the process worked in Ramp when we were new to it. Lately it’s been more of a mistake on the Vendor side where things have to be re-done to reconcile. If the credit just covers a part of the balance I can undo it. But if for some reason the credit covers the full invoice, we aren’t able to undo it and need to reach out to support. Which takes a while to get it processed when it’s close to the due date.