[AP] How to reassign a AP Payment Workfile

If the end user who owns invoices in their workfile is unavailable, this feature enables you to reassign the invoices to yourself.

Steps

1. To access invoices in another user’s payment workfile, you may take ownership of the entire workfile by reassigning it to yourself.

2. Navigate to Tasks > Reassign Workfile, press F4 to view a list of Vista users with active payment workfiles, and select the desired workfile.

3. Click Reassign to complete the process.

Note: This function does not allow the workfile creator to assign it to another user; it only permits reassignment to yourself when the original owner is unavailable.