This article covers the differences between the Classic AP Payment and the updated AP Payment Record. The new AP Payment record will be enabled for all customers in Q3 of 2025. Contact your CSM to learn more.
When the new AP Payment Record is enabled, the Classic Form option in the menu allows users to switch to the classic AP Payment record. This flexibility helps users adapt to the updated experience before it becomes permanent in Q3 of 2025.
AP Payment Record New Layout
The AP Payment record received an updated layout. Users can switch between the classic layout and the new layout without exiting the record.
From New to Classic
To access the classic form, select Classic Form from the menu button
.
From Classic to New
To access the new form, select the Try New Version option from the Action menu.
New AP Payment Features
Updated View
Utilize all the same functionality in an updated view on the new AP Payment record.
Collapsible Header
Collapse the header to open up space to focus on the invoices available in the apply tab.
Auto-Apply
Use Auto-Apply to automatically apply the remaining unapplied payment to each selected invoice, up to the invoice balance. Payments are applied in the order the invoices appear on the AP Payment record until the payment is fully applied.
Detail Filter
Use the filter in the transaction grid to filter by location, date, due date, number, total, and more. By default, a filter is applied to display transactions that share a legal entity with the location selected in the header.
Attachments Tab
View attachments in the dedicated attachment tab which includes a count of the number of documents attached to the payment.
AP Payment Activity
View the history of action taken on an AP Payment with the activity panel or leave comments and tag the desired user to notify them of the comment.
