AIM Settings

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This feature provides you with the ability to configure how Pi processes AIM supplier invoices. For each supplier account, you can select what checks take place when an invoice is processed in Pi.

The options are as follows...

For more information about this feature please contact your Account Manager or the Pi Helpdesk.

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TABLE OF CONTENTS

• Getting Started
• AIM Settings
• Bulk Process Invoices
• Related Articles

Getting Started

1. Select Account from the left-hand navigation bar
2. Select Settings
3. Select AIM Settings

AIM Settings

1. Select the '+' icon to the left of each AIM supplier to view your listed accounts
2. Use the drop-downs under the AIM mode column to choose the required option for each account

Changes will save automatically.

Bulk Process Invoices

This tool will be visible to users if they have read/write AIM access on their profile, or they are a SuperUser. If a user has neither of these options available to them, when trying to access this tool, they will be redirected back to the Invoices & Credits page.

You can manage AIM invoices in bulk within Pi's Finance module. This feature enables you to manually pass multiple supplier invoices for payment. Any delivery or pricing discrepancies will be disregarded.

To do this...

1. Select the Finance module from the left-hand navigation bar
2. Select Invoices & Credits
3. Use the Tools drop-down located top-right of the page
4. Select Bulk process invoices
5. Use the search functions to narrow down the listed supplier invoices
6. When ready, select Pass for payment
7. You will be asked to confirm the selection, click Yes to proceed
8. Pi will confirm once the update is complete
9. Upon reload, the invoices that have been passed will no longer show

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