We are starting to use payment schedules more often as we have contractors who are owed payments weekly, bi-weekly, etc. In the past, we set these up as individual bills for each payment. Using the payment schedule is so much better for our AP team, but the approvers can’t see the payment schedule. This is leading to questions from approvers who are wanting to make sure we’re not paying the full amount up front. If we have a payment schedule on a bill, it would be helpful for the approver to be able to see it.
1 Like
Hey @Megan_Kirk , by ‘payment schedules’ do you mean partial payments?
if so, we made a change a few weeks ago to allow approvers to be able to see partial payments from the bill review screen. The only exception would be if the approver doesn’t have view access to payment details (so they are neither an Admin or AP Clerk role), in which case they wouldn’t be able to see it.
To clarify, is that the main issue? You would want say, an employee role to be able to see if a bill is being partially paid?