AP Management
      Back to home
      1. Help Docs
      2. AP Management

      Accounting Configuration

      Updated on April 29, 2025

       

      Users can setup or adjust accounting settings via AP Management > General > Accounting:

      Note: This setup window is also available in Admin > General > Accounting and the changes are best made there:

       
       New Supplier Approval can be enabled. Select in the New Supplier Approver dropdown menu a User from the list. Once enabled, that user will be added to the approval path for orders using a new supplier for the company:
       
      Enable ERP Integration - This feature is not selected by default. When not enabled (unchecked), vouchers are Exported as CSV (comma separated values) files for manual import into the company's ERP System. When enabled these orders can be pushed to the configured ERP System:

      Note: The initial ERP Integration is completed with the assistance of the Prendio Technical Support.  When any changes are required, please contact the Prendio Technical Support team by completing a Support Ticket Request Form

      After the Prendio Technical Support team enables the ERP Integration:

       

      ERP Connector Setup

      The available selections found via the dropdown menu are Prendio Quickbooks Online Connector, Prendio Quickbooks Desktop Connector, Prendio NetSuite Connector, Prendio Oracle Fusion Connector and Prendio MS Business Central Connector.

      All of these selections communicate website to website (online connector) with the exception of Quickbooks Desktop.

      Note: Quickbooks Online will be used in this example.

       
       
       

      The Renew Connection button is used to re-establish communication between the Prendio and Quickbooks secure websites if the session times out.  Please note that Renew Connection is only available with QuickBooks Online integration:

       

      Prendio Flexible Segments:

      Common ERP Segments are how the Segments are named internally in Prendio. These names cannot be modified:

      Prendio Segments are how the Segments are named in the Prendio User Interface (examples: Carts, Accounts Payable and AP Push).  The default names are used here. These can be changed to match the ERP Naming:

       

      Optional Segments can only be enabled with the assistance of Prendio Technical Support. Please complete the Support Ticket Request Form when any updates are necessary:

       

      With the Prendio online connectors, an AP Push Bundle can be selected. This will attach the document(s) in PDF format to the orders and these bundles will be pushed to these ERP Systems:

       

      Users can select the documentation preferences to include in a bundle via the dropdown menu:

       

      The Tax and Freight Assignment dropdown menu has two selections, Distributed to Lines and Specific Accounts. Selecting Distributed to Lines distributes the tax and freight between each line item in the order. Selecting Specific Accounts allows the Tax and Freight to be assigned individually to a GL Account:

      For additional details regarding Tax and Freight Assignment, please visit: Prendio Tax & Freight Assignment Options Explained

       

      An Accounting Note can be added.  These notes will appear in the Scan Match window for the Receiver and Accounts Payable roles:

      Accounting Notes in the Scan Match:

       

      Users have the ability to automatically push vouchers by adjusting settings set via the AP Push Automation.  The AP Autopush process will run every 30 minutes:

       

      For additional details regarding the AP Push Automation, please visit: AP Push Automation

       

      Save any updates: