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Vanessa D

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  • How to Update or View a Planned or Scheduled Budget

    Goals: The following article describes what a Planned and Scheduled Budget is and outlines steps for viewing Planned/Scheduled budgets.  Scheduled Budgets or Planned Budgets are a monthly, quart...

  • How to Create a Purchase Order

    A Purchase Order is a very important document because it clarifies the order details such as the cost, quantity, shipping terms, etc. PO's are used by the Finance or Accounting Department to do the...

  • Troubleshooting Amazon PunchOut

    Have you followed the steps on the Amazon PunchOut overview page, but are still having difficulties? This article will help troubleshoot common problems. How do I use Amazon PunchOut? Once you've ...

  • Can a Department be Deleted?

    Question: Is it possible to remove, deactivate, or disable a Department from our domain? Can I make a Department inactive? Why am I unable to delete a Department? Error message "One or more order ...

  • How to Create a New Purchase Order Disclaimer or Label

    Goal: Add a new Purchase Order disclaimer  Disclaimer for Purchase Orders Steps: Head into SETTINGS Under Customizations,  select Customize Purchase Order Form Select the Disclaimer/Labels ...

  • How to change order details after approval

    Goal: changing department on an approved order changing location on an approved order changing department on an approved expense changing location on an approved expense changing account code on a...

  • How to Save Filters for Future Use

    Goal: Save Filter options Keep Filtering options used prior Saving Filter options made prior Steps: Head into any tab that has the icon option Select the icon Fill in the information (Locat...

  • How to Change Bill Status from Approved to Pending/Draft?

    Goal: Move an approved Bill back into Pending  Revise an approved Bill Put an approved Bill back into Draft Fix Bill Steps: 1. Head into the ACCOUNTS PAYABLE tab 2. Select MANAGE BILLS   3. Selec...

  • How to Update the Vendor Listed on a Bill

    Goal: Modify a vendor on a Created Bill Bill needing a different vendor selected How to change a vendor on a bill Steps: Select the ACCOUNTS PAYABLE → MANAGE BILLS. Select the Bill you wish y...

  • How to Create a New Account Code

    Goal: Create a new Account Code Add more Account Codes Steps: Select SETTINGS → Manage Chart of Accounts under the Finance section Select Create Account Code Populate required fields Sele...