Avatar

Kim Garcia

  • Total activity 227
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 0
  • Subscriptions 113

Articles

Recent activity by Kim Garcia Sort by recent activity Recent activity Votes
  • How to Add or Remove a User from Approval Routing

    Goal: Add a new user to the approval chain How to add a user: Go to SETTINGS  Select Manage Approval Routing.  Select either the Request, Bills or Payments tab on the left-hand side Choos...

  • How to Reopen a Denied Bill

    Goal: Resubmit a denied Bill.  Fix a denied Bill and submit it again. Steps: Go to ACCOUNTS PAYABLE → MANAGE BILLS Select the Denied tab. Select and open the Bill you want to reopen Scrol...

  • What Happens When a Bill is Denied?

    Question: Where do the items from the Purchase Order go when its Bill is denied? Can I still make a Bill using the same PO from a denied Bill? How can I reverse a denied Bill? Is it possible to un...

  • How to Set an Approval Routing Limit

    The following article outlines how to set a threshold for approvers.  Steps: Go to SETTINGS → Manage Approval Routing.  Select Request, Bills, or the Payments tab  Select the Group from where...

  • Why can't I find a Specific Account Code from the List?

    Question: Why am I missing some account codes when making a request? Answer: The following should be checked to ensure all account codes assigned work:  A) Check if the account code is assigned t...

  • How to Upload Attachments

    Goal: Attach and upload attachments (packing slips or documents) from received items Steps: Go to Receive.  Find the Purchase Order and select it.  Select the Upload button and locate the f...

  • How to Cancel a Purchase Order

    Goal: Cancel a created PO Steps: Go to PROCURE → PURCHASE ORDER  Find the PO you want to cancel and select it Scroll down and select the red CANCEL P.O. button.  If you don't see the Cancel...

  • How to Check When was the Last Time Bills were Exported?

    Goal: Is there a way to mark bills as export? Is there a log who and when a bill was exported? Steps: Go to Accounts Payable → Manage Bills.  Select the Approved tab.  Each bill will show t...

  • How to Activate and Deactivate Approval Delegation

    The following article outlines how to turn on and off Approval Delegation mode. Only users with Manage Users access under Settings will be able to delegate for an alternate user. The delegator and ...

  • How to Filter Bills

    Goal: Display only Expense Bills when creating Payments. Show Bills for Expense Reports within the Payment Processing section. Steps: Go to Accounts Payable → Payment Tracking or Manage Bills (...