Accounts Payable

Updated rules for editing bills with deferred adjustments

Now there are defined rules when editing bills after a deferred adjustment for charges constatées d’avance (CCA) has been posted. These rules clarify which fields remain editable so you can make appropriate updates without affecting posted accounting data.

Key benefits

• Clear editing boundaries: Understand which bill fields are editable after deferred adjustments are posted, reducing uncertainty during updates.

• Preserved accounting accuracy: Prevent changes to dates, vendor, currency, and deferred adjustment details after deferred adjustments are posted.

• Flexible nonfinancial updates: Continue to update memos, attachments, and custom fields without impacting posted accounting data.

What’s changed

If any line on a bill has a posted deferred adjustment, the following fields are not editable:

• Date

• Vendor and contact fields

• Currency and exchange rate fields

• Deferred adjustment fields (template, start date, and end date)

• All bill line fields (excluding memo and custom fields)

Nonfinancial fields, such as memo, attachment, and custom fields, remain editable on bills with posted deferred adjustments.

Permissions and other requirements