Use the BluePlanner Payments module to create payment requests.
How it Works
Add records that establishes the payment request in BluePlanner.
Attach digital copy of invoice to the check request record.
Reconcile/matching: Reconcile check request by matching to an activity that was planned in BluePlanner (Promotions, Terms).
Reconcile/expensing: Reconcile check requests for spending that was not planned using expensing capability. This categorizes the spending by customer, product, date, and spend category (aligned to GL accounts).
Configurable workflow for approvals
Messaging for collaboration
Data for BluePlanner Check Requests that have been reconciled and approved can be integrated to Accounts Payable systems to aid in the creation/completion of payment process.
Spending managed in BluePlanner Check Requests actualizes planned Promotions & Terms, and creates data used to reverse accruals.
