How to reassign a AP Payment Workfile

Created by Crystal Ann Harvey, Modified on Tue, 15 Jul at 8:30 AM by Crystal Ann Harvey

If the end user who has the invoices in their workfile is not available, this new feature allows you to reassign the invoices to yourself.

Steps

If you require access to any invoice(s) in another user's payment workfile, you can take ownership of the entire workfile by reassigning it to yourself.

Select Tasks > Reassign Workfile, press F4 to select from a list of Vista users with active payment workfiles and click Reassign

NOTE: This function does NOT allow the creator of the workfile to push it to another user.