Require Payment Requests to Include an Attachment or Accounting Code

Require Payment Requests to Include an Attachment or Accounting Code

Configure your account settings to require that payment requests from projects include an accounting code or an attachment in order to be submitted. This ensures that each payment request has all the necessary information before it's submitted for approval.

Require Attachments and Accounting Codes for Payment Requests

Step 1: Open the Configurations Settings

On the left-side menu, select 'Settings.' Then from the settings menu, select 'Configuration.'

Step 2: Enable Attachment Requirements

Toggle on "Require Payment Request Attachment."

This will make it mandatory for payment requests to include an attachment.

You can customize this setting by selecting one of the following:

Require an Attachment for All Line Items: Every line item within a payment request must have an attachment.

Require an Attachment for at Least One Line Item: Only one line item in the payment request is required to have an attachment.

Step 3: Enable Accounting Code Requirements

Toggle on "Require Payment Request Accounting Code."

This will make it mandatory for payment requests to include an accounting code.

You can customize this setting with these options:

Require an Accounting Code for All Line Items: Every line item within a payment request must include an accounting code.

Require an Accounting Code for at Least One Line Item: Only one line item in the payment request is required to have an accounting code.

Now your project teams will see a notice on their payment requests when an attachment or accounting code is required.

Contact Our Team

Please contact our team if you have any questions: [email protected].