Vendor Bill entered Vendor Bill approved Vendor Credit entered (approval not applicable to vendor credits) Role: Kimray AP Supervisor Use the Global Search bar to find the saved search called "Open Bills/Credits Review Approved to Pay". For quick access add this saved search to your shortcuts via the tab with a star icon. Additionally under the Home tab > Set Preferences update your preference for "Number of Rows in List Segment value" to a high value such as 500. This will allow you to review/update more results on a single page. This search includes all approved bills which have an unpaid balance and all vendor credits with an unpaid balance (vendor credits do not have an approval function). The search contains filters for Vendor Name Transaction Type Vendor Payment Method Due Date and Approved to Pay status (Yes/No). We will use this search to review bills/credits that we would like to mark as "Approved to Pay" using the Inline Editing feature which permits us to update certain fields when viewing a saved search result. To edit the "Approved to Pay" field you will first need to select a single value in the filter for Transaction Type as either Bill or Bill Credit. NetSuite only permits us to use this feature on a subset of a single transaction type. To start select Bill in the Transaction Type filter. Make sure you have the inline editing option enabled which is directly to the right of the Print and Email icons at the top left of the page. Click into the Approved to Pay cell for a Bill you would like to mark approved to pay to set the value to Yes. To select a range of bills hold down the control key and click on the Approved to Pay cell for the first bill in the range. Hold down the shift key and click into the Approved to Pay cell for the last cell in the range. You should see a outline around the selected range. Click the checkbox on the first bill in the range and NetSuite will update all bills in the range. Alternatively to update specified bills which are not in sequence on the page you can hold down the control key while clicking into the Approved to Pay cell for each bill. As you do this an outline will appear in each cell. When you are finished click into the Approve to Pay cell for the first bill selected and all selected bills will be updated. Note after marking bills as Approved to Pay via inline edit there is a slight delay as NetSuite updates the transactions. You may need to refresh the page several times to see your changes. Repeat these steps with Bill Credit transactions. Bills and Bill Credits are updated with "Approved to Pay" = Yes. The Check Run page (Transactions ; Payables ; Pay Bills) can be filtered to only show Bills and Credits that are marked as Approved to Pay Note: At this point, any change in the amount by the AP Supervisor will be re-routed for approval