Avatar

Support

  • Total activity 133
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 1
  • Subscriptions 67

Activity overview

Latest activity by Support
  • Avatar

    Support created an article,

    Uploading an invoice with no PO number

    Invoices can be uploaded for existing suppliers with no PO number. The invoice will show in the Invoice PO Report if run by Range by Invoice Date. A PO is then required to be created so that the in...

  • Avatar

    Support created an article,

    Country List

    Select from the following Countries for Supplier bulk upload: Afghanistan Albania Algeria American Samoa Andorra Angola Anguilla Antigua & Barbuda Argentina Armenia Aruba Ascension Australia Austra...

  • Avatar

    Support created an article,

    Bulk upload suppliers

    To bulk upload suppliers select the Bulk Import button from the Add Supplier page. All fields listed in the Add Supplier page, detailed below in the same order as in the page, can be bulk uploaded....

  • Avatar

    Support created an article,

    Delete Department, Branch or Location

    A trash can will show next to a Department, Branch or Location if it can be deleted.   A Department can be deleted if it has no users or roles.   A Branch can be deleted if: it has no Departments,...

  • Avatar

    Support created an article,

    Print a Reimbursement Claim

    To print a reimbursement claim: 1.  View the claim in All Reimbursements or My Reimbursements by clicking on the eye symbol. 2.  In the Reimbursement Summary page, select Print View and then the pr...

  • Avatar

    Support created an article,

    Edit a Reimbursement Claim

    A claimant can only edit a claim that is in save mode, or after it has been declined.   To edit a claim: from My Reimbursements select the claim you wish to edit by clicking on the edit button; fr...

  • Avatar

    Support created an article,

    Reporting on Terminated ReimburseMe Users

    Reports on a terminated user are available under All Reimbursements. In the table heading, Select by Terminated User then flag the user.

  • Avatar

    Support created an article,

    My Reimbursements & All Reimbursements

    My Reimbursements is the list of any Reimbursements you ‘touch’. All Reimbursements is a list of all Reimbursements submitted, generally given to the Administrator.   Both reports detail the follow...

  • Avatar

    Support created an article,

    Invoices | charges & matching to PO

    Permission to record invoices & charges & match to PO(s) is given in User Management. Settings for uploading invoices are provided in SetupApps     Upload an Invoice Any user, including a supplier,...

  • Avatar

    Support created an article,

    Close a PO

    The PO cannot be closed until the items ordered are received and accepted. Items are received in the Receive menu. Items are accepted from the PO Summary page which is accessed by viewing the PO fr...