Automate payments, customize tasks, and keep your accounting in order
Imagine coordinating tasks with external suppliers and suddenly everything flows without needing to remember dates or manually calculate amounts. Controlling payments to suppliers is essential for maintaining organized and error-free management.
With the Avantio system, you can automate processes, create customized payments, and easily filter relevant information. This way, you simplify your daily routine and ensure greater control over your operations.
How the payment list works
Once you set up payment rules in the system, all automatically generated payments appear in the Payments to Suppliers section.
This centralized view offers a clear overview of the movements created from the previously defined rules.
Intuitive filters
To quickly locate the payments you want to review, you have several filters.
You can filter by date, supplier, or status, which speeds up the process and avoids unnecessary searches among numerous entries.
Attention to detail
To add a payment, the associated task must have a supplier assigned as responsible. If you try to set it up without this requirement, the system will block it to prevent errors from the start.
Create customized payments
In addition to automatic rules, the module allows you to generate manual payments tailored to each specific task. This is useful when you need to make specific adjustments without altering the general configuration.
How to set up customized payments
Step by step
Step by step
Access the operations interface and select the task you want to configure.
Click on the indicator "No payment to the supplier configured for this task."
In the tab that opens, define the payment details for that specific task.
Save the changes: the payment will be customized and detached from any base rule.
If the task already has an associated rule (for example, for an extra), the details will appear preloaded, and you can easily edit them to adjust amounts or conditions.
Best practices
Customize only when necessary to maintain consistency. This way, you'll avoid duplicating efforts and keep an organized record of your operations.
Payment status indicators
Each payment is identified with a color that reflects its current status:
Gray: pending payment, created from a rule.
Yellow: overdue payment that has not yet been marked as completed.
Green: payment processed correctly.
Common errors
Editing payments already marked as paid (green): the system blocks them to preserve the integrity of the records. Before confirming a payment, always check its status. If you need to modify it, you must create a new payment or adjust the original rule.
Pending or overdue payments: these can be edited, offering flexibility to correct errors or make adjustments on the fly.
The payment list to suppliers in Avantio is a tool that centralizes management, prevents errors, and provides flexibility.
Whether through automatic rules or customized payments, you will always have clear and efficient control of all your operations.
Frequently Asked Questions
What happens if a task doesn't have an assigned supplier?
What happens if a task doesn't have an assigned supplier?
You won't be able to add a payment. Assigning a responsible party is mandatory to avoid inconsistencies.
How do I quickly filter overdue payments?
How do I quickly filter overdue payments?
In the payments section, use the filters by status (yellow for overdue) or by date. This makes it easier to prioritize the most urgent tasks.
Do customized payments affect automatic rules?
Do customized payments affect automatic rules?
No, customized payments are detached. If you edit one generated by a rule, it becomes customized without altering the base rule.
Are there limits on the number of payments I can generate?
Are there limits on the number of payments I can generate?
The system does not set strict limits, but it is recommended to maintain control and review periodically to optimize management.