Steps to add a supplier to upload invoices

Please note this can only be done by an Administrator.

The following steps are carried out at SetupHub User Management

Step 1 - Add the supplier as a user in myofficehub

• Add Supplier details to Add & Edit Users

Step 2 - Provide the InvoiceHub app to the Supplier  

• Select user type ‘Supplier’
• Select Supplier Name
• Provide permission to Invoice Upload & Match in InvoiceHub.

Step 3 - Mapping the Supplier 

• Select Upload Supplier Invoice
• Select the Supplier user and map with the respective supplier

Step 4 - Send an introductory email to the Supplier

• Select edit Supplier user at Add & Edit User, check the checkbox ‘Send Welcome email to user’ and update