Vendor Management - SKY Admin

Vendor management is available under the Vendor option in Agvance SKY Admin.

Options available include:

• Enable Autofill for my company. This allows users with Add/Edit access to upload files to be scanned and automatically filled in.
• Do not allow users to edit AP bill or view attachments if they are restricted from any GL account on the AP bill
• Enable AP Approval process for my company

AP Approvers

If enabling the AP Approval process, choose Manage on the Approvers card to add/manage AP Approvers. Select the User from the drop-down and choose the Checkmark to confirm the Approver. The Email that displays defaults from their Agvance SKY account. To remove the Approver, select the Delete icon. Add as many Approvers as necessary.

Once the AP Approval process is enabled, Approvers can be indicated/rearranged on the AP Bill. The AP Bills page in Agvance SKY Vendor will show an In Approval Process tab (only available for those with the Add/Edit AP Bills permission enabled) that lists A/P Bills awaiting approval or those that have been approved but not yet reviewed and posted. The My Approvals tab lists all Bills ready for approval by the Agvance SKY User currently logged in.

If the AP Approval process is not enabled, the Approvers section when adding an AP Bill is not shown and the In Approval Process and My Approvals tabs will not be displayed. Additionally, this feature cannot be disabled if there are currently any Bills in the approval process.

AP Approval Rules

Add and manage rules to automatically add Approvers to certain AP Bills. Choose Manage on the AP Approval Rules card. From here, Approval Rules already set up are displayed with the ability to Edit/Delete.

Choose + Add Approval Rule in the lower right to create a new Rule.

Rule Details

1. Enter a Rule Name of up to 60 characters.
2. Indicate the Location. This Rule will only apply to Bills added for the Location specified (based on the Vendor's Location).

Step 1: Set Conditions

1. From the Select Condition drop-down, options available are Bill Amount, Vendor, GL Category, and GL Account. Conditions can be removed by selecting the Delete icon.
   Note: All Conditions can only be selected once per rule. Bill Amount is the exception and can be selected twice to allow for a dollar amount range.
   
   • Bill Amount – The second Select Condition drop-down has options of greater than, less than, greater than or equal, and less than or equal. Once this condition is chosen, enter the Amount.
     Example: When Bill Amount is greater than 1,000
   • Vendor – Choose a Vendor from the drop-down. Typing in this field brings up Vendors matching the text entered.
   • GL Category – Choose from Asset (Current, Inter., Long Term), Liability (Current, Inter., Long Term), Capital, Direct Income, Direct Expense, Overhead Expense, Other Income, Other Expense, or Taxes.
   • GL Account – Choose a GL Account from the drop-down. Typing in this field brings up GL Accounts matching the text entered (either by ID or name).

Step 2: Select Approver(s)

The Approver(s) will receive an email and in-app notification about the approval and will be assigned in the Task Center.

1. Choose the Approver from the drop-down.
2. Optionally choose how often the Approver should be reminded from the Reminder drop-down
3. A brief Note to Approver can also be entered.
4. Approvers can be removed with the Delete icon or additional can be included by selecting + Add Another Approver.
   Note: Bills affected by this Rule will be sent to the Approvers in the order they are listed. Drag and drop Approvers into the appropriate order if needed.
5. Choose Save Rule to save the rule and return to the AP Approval Rules grid or Save and Start New to save this Rule and add another.