Release: 26.4
The Resolve transfer action allows Accounts Payable users to manually mark an invoice transfer as completed or failed. This action has now been enhanced and is available also when an invoice is in "Transfer failed" status. In addition, a new dedicated permission has been introduced to control access to this action.
Why it matters:
When an invoice transfer to the ERP was marked as failed even though the invoice was actually transferred, users can now correct the status. This prevents duplicate postings and gives AP teams control to resolve the issue independently.
What's New:
- Users can now mark invoice transfers as completed even if they are in “Transfer failed” status (when the invoice actually reached ERP).
- A new permission, “Resolve invoice transfer”, controls access to this action and is granted by default to users with “Manage invoices in transfer” permission.
- The Resolve transfer action is hidden from users without the permission, increasing security and control.
Who benefits:
Accounts Payable teams responsible for handling invoice transfers.
Where to find it:
Accounts payable › Invoices. The Resolve transfer action appears when:
- The invoice is in "Transfer failed" or "Transfer in progress" status, and
- The user has the new "Resolve invoice transfer" permission.