Basic Training Videos

 

Main Navigation and Display

In this video you will learn how to approve your invoices.

 

Create Invoice

In this video you will learn how to create an invoice within your portal.

 

Invoice Detail Approve and Reject

In this video you will learn how to view invoice details and then approve or reject your invoices.

 

Navigating the Invoice Detail Screen

In this video you will learn how to navigate the invoice detail screen and additional tab options.

 

Mark as Paid

In this video you will learn how to mark invoices as paid.

 

Copy Button Functionality

In this video you will learn how to use the copy button and its functionality.

 

Hold Button

In this video you will learn how to use the hold functionality.

 

Managing the Invoice Image

In this video you will learn how to manage the invoice image.

 

Fast Tracking Invoices

In this video you will learn how to fast track invoices for priority notifications to facilitate quicker approval times.

 

Credit Memo Functionality

In this video you will learn how to handle credit memos.

 

Invoice Search

In this video you will learn how to view invoice details and then approve or reject your invoices.

 

Payment Search

In this video you will learn how to search for payments.

 

AP Dashboard

In this video you will learn how to customize your dashboard to create a global view of your portal.