ima_Enabling Auto Curtail

Enabling Auto Curtail

This feature enables the application to look for all invoices with open adjustments, take the most recently updated adjustment date per invoice and compare it to a curtailment threshold setting defined in the Auto Curtail Department or Default Curtail Adjust Threshold fields.

If you would rather define a default threshold than define individual departments, type the number of days until curtailment in the Default Curtail Adjust Threshold field.

An auto curtailed invoice means that the line item adjustments for the invoice have been approved, not the invoice itself. In order for an invoice that has been auto curtailed to be auto approved, you must have the Auto Approval feature enabled.

On the toolbar, point to Client Setup and click Invoice Circulation Options.
The Circulation Options screen appears.
For the Enable Auto Curtail field, select the Enable check box.
In the Auto Curtail Departments fields, type the number of days until curtailment for each Department or REO Status you want to enable. When the number of days since the most recently updated line item adjustment date is equal to or greater than this threshold number, the application automatically approves all open line item adjustments on the invoice.
Click Update.

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