Smarter Purchasing User Guide Invoice Management

Size: px
Start display at page:

Download "Smarter Purchasing User Guide Invoice Management"

Transcription

1 Smarter Purchasing User Guide Invoice Management 1

2 Contents 1. Introduction 2. Front Screen 3. Changing front screen layout 4. User set up 5. Buttons 6. Queries you will see and what to do a. No goods receipt b. Invoice received against a limit order c. VAT charged incorrectly d. Price on invoice different to order: e. Matching lines on an invoice to a purchase order f. Incorrect purchase order number on an invoice g. Order raised to wrong supplier h. No Purchase Order 7. Send/ workflow documents back to Accounts Payable 8. What do the approver and reject buttons do a reminder 9. Take over processing a document 10. Help 11. FAQS 2

3 1. Introduction Where a department is using Smarter Purchasing they will no longer receive invoices in department. If they do receive invoices they should send them to Accounts Payable directly without signature approval on the invoice unless they relate to: 1. Utility bills where we have agreed that currently these invoices need manual signature approval and will then be entered as normal via direct entry. 2. University mobile telephone bill supplier (Same as Utilities). 3. Invoices/ payments for research collaborators paid charged to account Saffron catering invoices (RACS) where invoices are retained within RACS and AP pay via a daily invoice spreadsheet. Over time we will move to receiving invoices relating to 1, 2 and 3 onto the invoice management system and we will work with Estates and ITS on this. Process Director is the application where queries on received invoices can be found. This application covers all invoices and is the only place Finance administrators need to look for invoice queries. To access the invoice processing screens log onto SAP (either through the SAP programme or net weaver either will work). Click on the Process Director tab and this will take you to the main page of invoices which need resolving for payment. If you cannot see it click on the small arrow keys on the right hand side of the tabs tab to see if it is just hidden off screen. If you still cannot see the tab contact Accounts Payable. Web portal The Process Director tab is also available via a web portal separate instructions will be sent regarding how to use this the web portal is only form infrequent approvers, specifically second and third level approvals that need to approve invoices which do not have a purchase order. 3

4 2. Front Screen The Front Screen within Process Director gives you an overview of all invoice queries assigned to your DPE group - example below: The information displayed and what it means (with important ones flagged as KEY) is detailed below: Status The icons displayed show if the invoice posted has been edited by AP. If the envelope appears white the document has been automatically send out without AP changing anything (this happens for goods receipt issues). If the envelope appears yellow in colour it has been edited in some way by AP before being sent on workflow to the department. Workflow (KEY) If you see an alarm bell this means the invoice is due for payment very soon and should be prioritised for review (see below). If the envelope displayed appears as a closed envelope the document has not yet been opened by anyone in your department and needs to be processed. 4

5 If the envelope appears as an open envelope it has been part processed by a DPE and still needs to be completed. Note, if the envelope is open you can hover over it to see who is working on the item. Vendor Details (KEY) Name and address of Vendor Follow-up Doc No (KEY) FI/MM(KEY) Type Doc. Date (KEY) Vendor Purch Doc (KEY) Posting Date Reference CoCode Crcy Gross Net Amount Shows when further notes or attachments have been added to the query This is the document number assigned to the item when the invoice is scanned into the system. If querying the item with Accounts Payable, or when requesting a paper copy of the invoice (for EU Grants etc.), this document number should be quoted. Indicates if the invoice has a purchase order number quoted (MM) or whether there is no purchase order (FI). Click on this number to get to the notes saying why we need you help and to edit the document. Normally shows as RE but if the item was a credit note in would show as CR. Date shown on the invoice Vendor number Purchase Order No. quoted on invoice by supplier Date invoice was posted by AP to department workflow Invoice Number Defaults to UNIV Currency shown on the invoice Invoice amount including VAT Invoice amount excluding VAT The most recent documents will appear at the top of the list. It is recommended you start processing queries from the bottom of the list as these will be the older queries and probably become due for payment before the most recent queries. 5

6 3. Changing front screen layout The Layout of the front screen can be changed to show other information or to display the columns in a different order (dependant on user preference). To change the layout of the screen: Click the Choose Layout icon From the drop-down menu select Change Layout to add columns (i.e. Purchasing Group where a department has more than one group). In the right-hand column (Column Set) highlight the column name you want to add, hold down the left button on the mouse to pick up the selected column, drag it to the left column and drop it where you want it in the listing, and Green Tick. 6

7 This will add the required columns to the front screen. The Layout can then be saved for use in the future. From the Change Layout drop-down menu choose Save Layout. Give the list a name in the Save Layout and Name fields, select either userspecific or default setting and Green Tick. 7

8 8

9 For Finance Teams looking after more than one Purchasing Group A Layout which is the same as the original with the Purchasing Group column has been created and saved. If you want to use this setting you can select this from the Choose Layout drop-down menu Choose Layout. Double click on the selection as shown below. 9

10 4. User set up We would recommend that all users change their user setting the first time they use the system so that a copy of the actual invoice received pops up automatically when they click on the document number of the front screen. Note: Setting this option will only need to be done once. To do this: When in process director click on Menu (top left corner) Extras User Settings Tick the box for Immediately display image if in the detail screen and from the drop-down box below select either Dock Right or Dock Left (depending on which side of the screen you preview to view the invoice). Click the Green Tick. Exit Process Director completely then go back into Process Director (to refresh the settings) and when you click on a document number the invoice will appear to the chosen side of the screen with the workflow details alongside it. 10

11 This is what the screen will look like once you have done it 11

12 5. Buttons On the front screen of process director and when you click on a document number various buttons are available to do what is needed. Toolbar Icons: The 2 Icon Toolbars within Process Director are very similar, the variation depends on which screen you are currently looking at. The toolbar from the Front Screen is: The toolbar when in a document for processing appears as: Icon Description Icon Description Take Over Processing (used to take over a document if someone has started to work on it but is now away) Edit A Document (used to correct a purchase order number, code costs, allocate an invoice to the correct purchase order line) Forward A Document (do not use this function) View Document Attachments (view invoices) Show/hide Messages (for Accounts Payable use only) Display Notes (Most important button click this to see what you are being asked to do) Approve a Document (only click this if you are happy for something to be paid) Reject A Document (this will send the document back to AP and should be used if you do not know why you have been sent the document [but do include a note] or where you are supplying details such as a new purchase order or asking for a credit note) Send A Query (this function will allow you to ask anyone at the University a question on the invoice and their response will be retained in process director however we will advise when this function can be used in due course if you use it now and the recipient does not have the access rights to Process Director they will not be able to respond in this way) Display Document Details (not useful) Create A Note (second most important button click this to say what you have done) Refresh Work list (does what it says on the tin) 12

13 6. Queries you will see and what to do For all invoice queries you start by Click on the DocNo to be taken into the query. Click on the Display Notes icon to display the message advising on the problem with the invoice. If no notes are included detailing what needs to be done send the document back to AP immediately using the button below with a note saying please tell me what s wrong with this document (See section 7 on how to do this). Accounts Payable should always include a note as to what assistance they need. The queries that follow are orders from most common to least common. 13

14 A. No Goods Receipt If we receive an invoice which has a purchase order but the goods or service have not been goods receipted we will workflow the invoice to you to ask have you received the goods/ service. We build in a 3 day delay from receipt of the invoice to allow time for items to be goods receipted in departments before we send this out as once we workflow it to a department to goods receipt the invoice query will only disappear by the department approving it. If we workflow an item and it is then subsequently goods receipted you will still need to approve the item in workflow. To see this is the issue click on the view notes button: Close the message and check if a Goods Receipt process has been carried out by double-clicking on the purchase order number and check the Purchase Order History tab to for a 50xxxxxxxx number. If this doesn t show contact the shopper to ask if the goods have been received or in the case of services the service has been provided. You then have a choice: 1. Either get your end user to goods receipt the goods/ service using MIGO (see below) if you want to enforce all end users performing goods receipting 14

15 2. Or, if you have confirmation from the end user the items have been received/ service performed and the invoice can be paid you can process the Goods Receipt process by clicking on the Lorry icon below This will take you to MIGO to Goods Receipt the order. Tick the lines you want to GR (amend any quantities as necessary), click Check to ensure there are no errors before clicking Post to complete the GR process. 15

16 A display log will appear showing who is completing the workflow step and that other DPEs have been removed as processors of the query. Green Tick through this message to return to the query. Create a Note to give details that the GR process has been completed this is important and you should use it where you goods receipt 16

17 the items yourself to say who you checked with and when so that there is an audit log of why you said the goods have been received or services provided. To create a note to show that GR has been carried out click on the button and add details. Click Save and Display will be shown confirming a note has been created. Green Tick this message. 17

18 After you have added the note and goods receipted and are happy for the items to be paid click the green tick button highlighted below and a Display Log will appear to show the item is being released. Green Tick through the Display Log and you will be returned to the Work Cycle front screen and the document you have approved will disappear from the list. 18

19 Important Choice: Where you: 1. review an invoice and can see it has been goods receipted after you were sent the workflow by someone else, 2. or, you ask the end user to goods receipt it (option 1. above) and they do this (ask them to tell you they ve done it) You will not need to carry out goods receipting but you do still need to approve the invoice. If you don t do this the invoice will not leave your work list. The minimum you need to do this is to click the green tick (no note required) however it will only work if the item has been goods receipted. Approve the document to release the invoice for payment by clicking on the Green Tick at the top of the screen and a Display Log will appear to show the item is being released. Green Tick through the Display Log and you will be returned to the Work Cycle front screen and the document you have approved will disappear from the list. However, you can choose to add a note if you wish to and feel it would make it clearer what has happened (optional) 19

20 B. Invoice received against a limit order Any invoices received against a limit order will be sent to the department to review as: Whilst the total order value is approved you will not have seen who is using it Coding may need to be edited to charge these costs to the correct place If you have set up a limit order using the unassigned cost object you will need to complete where the item is being charged to and the general ledger code. Select the document from the front screen by clicking on the document number. Then, click on the display notes and see that this is the reason you are being asked to look at this invoice. The document will appear with a greyed out background. Click the Display Change button to be able to Edit the document details (fields will appear with a white background). - edit button You can now edit the document if you need to: Change the coding on the limit order for this invoice Document a reason for the expenditure (example where it relates to travel to docvument the reason for it) 20

21 To check/edit account code assignments and add text to the limit order click the Account Assignment button (highlighted above) and an Account Assignment for PO 41000xxxxx will appear. Check the account assignments used and amend any as necessary. Scroll to the right-hand side of the box to be able to add appropriate test for the invoice (this text will appear on departmental budget reports) and click the Take over button to complete and save the details. 21

22 Create a note to confirm approval and Save the note. A display log will be displayed to confirm a note has been added Green Tick this log. 22

23 Approve the document and release it for payment queuing by clicking the Green Tick at the top of the document screen and a display log will show the item has been released Green Tick this message. 23

24 Important note - Limit order is exhausted: If all of the value of a limit order has been used up any invoices subsequently received against this order cannot be paid or approved as detailed above. You have three choices: 1. Ask accounts payable (using the add note function and then reject the document to AP see section 7) to change this item to a FI/ non purchase order backed invoice for approval. You will receive this back to approve and code and it will go to a minimum of the second level approver before it can be paid. 2. Create a new limit order, get this approved and then: a. Either change the purchase order number on the general tab below to the new purchase order number (click the edit button shown below, delete the old PO from the box shown below and add the new one, check account assignment, click save, add a note to say what you ve done and then tick the green tick - edit button - approve button b. add a note to Accounts Payable detailing the new PO number, reject the document back to AP (see section 7) and they will change it for you Option b looks like the shorter option (and it is) but if there is an issue (i.e. coding not done for example) you will receive the invoice back later doing option 1 makes sure the invoice goes for payment there and then. 24

25 C. VAT code incorrect If the invoice received charges VAT and the purchase order raised stated that goods/ services should not be subject to VAT (due to use for medical research for example) Accounts Payable will reject these invoices back to the supplier and ask for a credit note and new invoice without VAT where the goods/ services were bought via our online catalogue. Where the orders placed were free text orders we will ask you to confirm whether the invoice should be VAT free. If it should be Accounts Payable will ask for a credit note and re invoice from the supplier. 25

26 D. Price on invoice is different to the purchase order If an invoice is received and the price differs (higher or lower) by the lower of 5% of the order value or we will ask the department to approve the price difference. A price difference may occur for several reasons unplanned delivery charges/postage or a variance between the purchase order price and the invoice price. Click on the Display Notes icon to display the message advising on the problem with the invoice. Click on the purchase order on the general tab to see what the order value was and the Invoice tab to see the price charged. 26

27 Check within your department to understand why the price is different and if you accepted the price difference. Click on the Create Note icon and add a note to document who you checked with and whether the decision is to accept or reject the price difference. If rejecting the charge advise Accounts Payable the reason for rejection and ask for a credit note to be requested. Click the Save icon to save your message. A display log will appear showing a note has been added. 27

28 Green Tick through this message and you will be returned to the main invoice query. If you want to pay it: Approve the document to release the invoice for payment by clicking on the Green Tick at the top of the screen and a Display Log will appear to show the item is being released. If you do not want to pay it: Click the reject button to release the invoice for follow up by accounts payable and a Display Log will appear to show the item is being released. 28

29 E. Matching Lines on a PO to an Invoice Sometimes it is very difficult without departmental knowledge to match an invoice to a purchase order therefore you may receive work flowed invoices where Accounts Payable cannot match the invoice to the purchase order line or where a purchase order has been created for an item of 1 but the invoice comes in with multiple items on it. To resolve this: Select the document from the front screen by clicking on the document number. Display the note to check the query on the invoice. 29

30 The Item column will not display a line number from the purchase order as Accounts Payable are unable to match these lines to the invoice. Check which line should be allocated by clicking on the purchase order number showing in the bottom pane of the screen. Enter the relevant line item numbers in the Item column. 30

31 Create a note to show the items have been matched and save the note. 31

32 A display logs message will appear to confirm the note has been created. Green Tick this message. Approve the document by clicking the Green Tick at the top of the screen. A display logs message will appear to show the document is being released to the payment queue. Important note- what to watch out for: as the system and accounts payable could not match the lines themselves no checks have been performed to see if the items have been goods receipted and/ or whether there are price differences. If you can see they have not been goods receipted but know they have been received either goods receipt them using MIGO (lorry symbol is not available as system only shows it when it knows the items need goods receipting) or ask the end user to do this. This will stop the item coming back again for goods receipting. If you can see that the price will differ check in department before sending the document back to Accounts Payable and note in the add note section price variance is approved you will still get this back to you to approve formally but the information will already be in the notes so you will only need to approve the item when it returns. 32

33 F. Incorrect PO number quotes on the invoice If an invoice has been received and shows the incorrect PO number the document can be amended to allow the payment to be processed. This can also be done if the invoice has been received and treated as an FI approval required (as no purchase order) see example H below for when this occurs and how to deal with it. Select the document from the front screen by clicking on the document number: Display the note to check the query on the invoice. To make amendments to the document details click the Display Change icon 33

34 The purchase order number field will appear with a white background, this will allow you to change the PO number. Press the Enter key on the keyboard and a message will be shown at the bottom of the screen to confirm the change. 34

35 Create a note to confirm the action taken and save this. 35

36 A display log will appear to confirm the note has been created Green Tick this box. 36

37 Click the Green Tick at the top of the document query screen to Approve the document and a further display log will appear to confirm the document is to be release. Green Tick this box. 37

38 G. Order raised to the wrong supplier but invoice received from the right supplier For some of our suppliers, SAP has multiple account codes for ordering, delivery addresses and invoice addresses. If a buyer has used the wrong supplier account but the order has been fulfilled and we have been invoiced: 1. Accounts Payable will process the invoice against the order if the suppliers bank details are the same on the two different supplier accounts i.e. order raised against Brightstart Limited but invoiced by Brightstart plc and bank details are the same the invoice can be paid, 2. If the bank details are different a new order will need to be created in department or the or the invoice can be treated as a FI no purchase order invoice Accounts Payable will contact you via the workflow to ask what your preference is, 3. If the order was placed with one supplier and a completely different supplier invoices us (example order to Coca Cola and invoiced by Pepsi) the invoice will require approval via the FI route and the original order will need to be cleared in department to remove the commitment. 38

39 H. No Purchase Order Where an invoice has been received without a purchase order number quoted the query will be sent to DPE and will be identified as an FI Document these are documents without purchase order (see below if you know the purchase order). From the front screen click on the document number to open the document (you will see it shows as an FI document in the FI/MM document box). Display the note to check the query on the invoice. 39

40 If a purchase order has been raised for the invoice create a note to advise Accounts Payable of the purchase order number. Save the note and then reject the document. If a purchase order has not been raised (document has been posted as an FI document) check the invoice and the goods/services have been received/are completed. If you are happy for the invoice to be paid it should be processed by creating a note on the document to show the document is approved and the reason a PO has not been received and confirm who has approved the payment. 40

41 Save the note and click on the green tick in the middle of the screen at the top menu bar. This will submit the invoice to a 2 nd Level Approver within the department. The document will disappear from your work cycle list but will need to be approved by a second level approver. If the invoice is over 25,000 it will also go to the Head of Department for approval. It is key on these documents to make clear notes as to why the invoice did not have an order and why we are accepting this invoice for payment as these will be reviewed by the second level approver (who needs to know what they are approving and why) and potentially the Head of Department. There is no value to retrospectively creating a purchase order to match this invoice against as they will still be logged as non-purchase order invoices even if you do this. The key point is all purchases need to be supported by a purchase order in advance of receipt of goods or services. 41

42 7. Work Flow Documents back to Accounts Payable Within the system you can send documents back to Accounts Payable by adding a note (explaining why you are sending it back) and then clicking the reject button below. You need to do this if: No notes have been included on a document sent to you by accounts payable You do not understand what you need to do (you can call accounts payable to explain the document to you rather than rejecting it which would save time) You do not want the invoice paid (for example price difference where a credit note is needed, VAT wrong, duplicate invoice, etc.) You have been sent the invoice is error and it does not relate to your department. To return the document to Accounts Payable, create a note to explain why the document is being rejected. Click Save and a display log will confirm the note has been created. 42

43 Green Tick this message and Reject the document by clicking the button at the top of the document page. A display log will then confirm the workflow is being rejected and returned to Accounts Payable. Green Tick this message and it the document will be removed from your workflow list. 43

44 8. What do the approver and reject buttons do a reminder The two buttons below are the key buttons where you tell Accounts Payable to either pay or not pay an item. They have been referred to above but for clarity this is what they do When completing a document query you will either Reject or Approve the document. When a document is rejected it will be returned to Accounts Payable for a member of the team to complete the query (based on your notes to them i.e. new PO number to be used etc.) or review and resubmit to you if necessary (if you haven t given them enough information to resolve the problem). When the document is approved it will release the invoice to queue for payment. The invoice will then be paid automatically when payment is due. Note: If you are approving an FI document this will workflow to a 2 nd Level Approver within the department before being released for payment. FI documents must be authorised by at least 2 people (dependant on value of the invoice high value invoices will workflow to a 3 rd Level Approver if over 25k) within the department. When the 2 nd or 3 rd Level Approver approves the document it will be released to queue for payment. 44

45 9. Take over processing of a document When a team member clicks into a document it becomes assigned to that person although it will remain on the front screen for all team members to see it. At any time another team member may go into the document to update notes or process the document for payment. To take over processing of the document select the document from the front screen by clicking on the document number and display the notes already entered against the document. Click the Display Change icon. If 2 people are trying to process the same document at the same time a warning message will display to show who is currently processing the document. 45

46 To take over processing the document click the Take over Processing icon continue to process the document to resolve the query. You can then 46

47 10. Further help is required If you don t understand the problem with a document which appears in the Work Cycle list, or if you are unsure how to process the document when you have the information to resolve the query, you can either: Workflow the document back to Accounts Payable with a note on it to ask for further help/clarity of the problem Call Accounts Payable (2400/ 2474 or 2398) or Wendy Ferguson (2236) for assistance. From the view note you can see who has sent the information to you (See below) so ask for them when you call if they are not available someone else will be able to assist. If you don t see a person s name here it means it is an automatic workflow (normally for Goods receipting) so just call AP and they will be able to assist. 47

48 11. FAQS 1. I m being asked to goods receipt something but I can see its been done? Workflow will have been started before the items were goods receipted please approve the workflow item 2. There is no note on the workflow. Send the document back to accounts payable as all documents you are asked to look at should have a note on them to say what we need your assistance with 3. I have been sent a workflow but the edit button is not available? This happens if you have been sent the wrong type of workflow by Accounts Payable. This can be done in error or because the only issue Accounts Payable could see was perhaps an item needed to be goods receipted but you know that it is actually on the wrong purchase order number. Add a note and send it back to Accounts Payable to amend and reissue if necessary. 4. I don t understand what I need to do. Contact Accounts Payable by phone who will be able to assist or send the document back with a note asking a question. 5. I have an invoice which has never had a purchase order raised for it should I retrospectively create a Purchase Order? No, approve it via the FI approval workflow but remember to code it correctly and explain in the notes what it is and why no order was raised. 6. I have been sent a goods receipt workflow but I can t goods receipt it as the invoice will take me over the number of goods on an order what should I do? This should not occur because orders should be placed for all items we wish to purchase and any changes to this should be supported by a new purchase order. However, if this is an issue, there is no benefit in goods receipting the item send a note back to Accounts Payable either quoting a new purchase order number (if available) or ask it to be treated as a FI no purchase order invoice. Note, any commitment on the old order will need to be manually removed within department. 7. I d like to add an attachment to the workflow can I do this? Yes, go into the document, click on the box in the left hand corner and select create an attachment locate the document you wish to attach on your computer and attach it this will stay with the document within SAP 48

49 8. Why do you force me to add a note on certain workflows? The system will require a note to be added for any price variances approved and any invoices which do not have a purchase order. This is to provide an audit trail to say how the department reached the decision to accept the higher charge and/ or why an item was orders without the raising of a valid purchase order (which is against the Financial Regulations of the University). 9. Do I need to add a note when all that s required is goods receipting? The system will not force you to do this but if you are goods receipting via the lorry icon on process director on behalf of someone else then yes you should add a note to explain how you confirmed we had received the goods or service. Where you get the buyer to goods receipt the item or the item has been goods receipted between when Accounts Payable work flowed the item to you and when you looked at the document you can choose whether to add a note if you think it would add value to the audit log. 10. The price on the invoice was lower than the order why do I need to see this? We need to be sure that this is the final invoice for the good or service bought as once the invoice is booked to the order the order is closed and no further invoices can be booked to it. 11. I have received a credit note on workflow what should I do? You should only receive a credit note if we have received the invoice. If Accounts Payable receive a credit note but have not received the invoice they will hold the credit note until the invoice comes through and ask the supplier for a copy of the invoice to which it relates. There will be a note on the credit note when it is sent out to say the invoice it relates to so review this and if happy approve. 49

Procure to Pay Process

Procure to Pay Process Procure to Pay Process Department creates a shopping cart. SAP shopping cart number is assigned Department approves the shopping cart SAP Purchase Order number is assigned Shopping Cart Purchase Order

More information

Invoices arriving into school should be stamped and sent off to Accounts Payable, where they will be scanned into SAP

Invoices arriving into school should be stamped and sent off to Accounts Payable, where they will be scanned into SAP SAP Vendor Invoice Management - Guidance for Coders Invoices arriving into school should be stamped and sent off to Accounts Payable, where they will be scanned into SAP You will be notified of invoices

More information

SAP User Guide Invoice Verification

SAP User Guide Invoice Verification IT Services Leicester Learning Institute Partnership SAP User Guide Invoice Verification Document Purpose This guide explains how to verify an invoice against a purchase order on SAP. A purchase order

More information

Integrated Accounting System for Mac OS X

Integrated Accounting System for Mac OS X Integrated Accounting System for Mac OS X Program version: 6.3 110401 2011 HansaWorld Ireland Limited, Dublin, Ireland Preface Standard Accounts is a powerful accounting system for Mac OS X. Text in square

More information

1. Introduction to the Automated Accounts Payable Development... 3. 2. Process Flows of Purchase Orders, Goods Receipts and Invoice Queries...

1. Introduction to the Automated Accounts Payable Development... 3. 2. Process Flows of Purchase Orders, Goods Receipts and Invoice Queries... Contents 1. Introduction to the Automated Accounts Payable Development... 3 2. Process Flows of Purchase Orders, Goods Receipts and Invoice Queries... 4 2.1 Ideal MM Process... 4 2.2 Missing GRN process...

More information

University of St Andrews

University of St Andrews University of St Andrews Aptos10 User Notes Contents Revision History... 2 1. Purchase Order Enquiries... 3 1.1. Purchase Order Enquiries using the PO enquiry screen... 3 1.2. Purchase Order Enquiries

More information

Transaction Maintenance

Transaction Maintenance Transaction Maintenance Invoice Price Clearance Invoice Price Clearance lets you accept either the invoice price or the order price depending on which has been accepted by the authorised signatory. Whichever

More information

Integrated Invoicing and Debt Management System for Mac OS X

Integrated Invoicing and Debt Management System for Mac OS X Integrated Invoicing and Debt Management System for Mac OS X Program version: 6.3 110401 2011 HansaWorld Ireland Limited, Dublin, Ireland Preface Standard Invoicing is a powerful invoicing and debt management

More information

Agresso 5.5 Purchase Requisitioning and Task Management on the Web. User Guide

Agresso 5.5 Purchase Requisitioning and Task Management on the Web. User Guide Agresso 5.5 Purchase Requisitioning and Task Management on the Web User Guide Version : Date : Author: Email: 1.0 March 2010 Linda Downes Downesl@hope.ac.uk Contents Table of Contents 1. HOW TO ENTER A

More information

NHS Mail Basic Training Guide

NHS Mail Basic Training Guide Royal Derby Hospital 2011 Education, Training and Development I.T. Training Department NHS Mail Basic Training Guide Version 3.1 ND 05/11 No amendments should be made to the document without the Authors

More information

BusinessMan CRM. Contents. Walkthrough. Computech IT Services Ltd 2011. Tuesday, June 1 st 2014 Technical Document -1015 Version 6.

BusinessMan CRM. Contents. Walkthrough. Computech IT Services Ltd 2011. Tuesday, June 1 st 2014 Technical Document -1015 Version 6. Contents. Table of Figures... 2 Businessman Enterprise Overview... 3 System Settings... 3 Human Resources... 4 User Management... 5 Customers... 7 Prospects... 9 Document Management 9 Sales Dashboard...

More information

Table of Contents. Manual for Core Staff - Equipment/Scheduling Core Facilities

Table of Contents. Manual for Core Staff - Equipment/Scheduling Core Facilities Table of Contents 1. Overview 2. How do I manage my account? 3. Equipment Scheduling Workflow Overview 4. Equipment Scheduling Walk Through a. How do I access the list of calendars available for scheduling?

More information

BulkSMS Text Messenger Product Manual

BulkSMS Text Messenger Product Manual BulkSMS Text Messenger Product Manual 1. Installing the software 1.1. Download the BulkSMS Text Messenger Go to www.bulksms.com and choose your country. process. Click on products on the top menu and select

More information

Entourage - an Introduction to E-mail

Entourage - an Introduction to E-mail Entourage - an Introduction to E-mail Version 2004 for Macintosh Table of Contents What is Entourage Starting Entourage The Navigation Pane Getting Help Creating and Sending a Message Using the UI Exchange

More information

Outlook Web Access Tutorial

Outlook Web Access Tutorial 1 Outlook Web Access Tutorial Outlook Web Access 2010 allows you to gain access to your messages, calendars, contacts, tasks and public folders from any computer with internet access. How to access your

More information

SAP User Guide Create Purchase Orders

SAP User Guide Create Purchase Orders IT Services Leicester Learning Institute Partnership SAP User Guide Create Purchase Orders Document Purpose This guide explains how to create a Purchase Order on SAP. This guide is not for staff in Chemistry

More information

USING THE STUDENT RECORD SYSTEM A GUIDE FOR PERSONAL TUTORS

USING THE STUDENT RECORD SYSTEM A GUIDE FOR PERSONAL TUTORS USING THE STUDENT RECORD SYSTEM A GUIDE FOR PERSONAL TUTORS I II II III IV INTRODUCTION TO STUDENT RECORDS ACCESSING A STUDENT'S RECORD PRINTING A STUDENT'S RECORD CARD CHANGE OF ADDRESS AUTOMATIC EMAIL/PHOTO

More information

Outlook Web Access (OWA) 2010 Email Cheat Sheet

Outlook Web Access (OWA) 2010 Email Cheat Sheet June 9, 2014 Outlook Web Access (OWA) 2010 Email Cheat Sheet Outlook Web Access 2010 allows you to gain access to your messages, calendars, contacts, tasks and public folders from any computer with internet

More information

Reference Manual Agresso Accounts Payable

Reference Manual Agresso Accounts Payable Reference Manual Agresso Accounts Payable Contents Project background...1 Why Agresso?...1 Viewing Supplier Details...2 Scanning Invoices...5 Load Invoices...5 Invoice Registration...7 Overview...7 Purchase

More information

SO-03 Sales Order Processing Administration

SO-03 Sales Order Processing Administration SO-03 Sales Order Processing Administration SO03 SOP Administration Contents Contents...1 Overview...2 Objectives:...2 Who should attend?...2 Dependencies...2 Credits...3 Convert credit value only...4

More information

Document Information, Statuses & Exceptions in Ariba

Document Information, Statuses & Exceptions in Ariba This document will provide information that explains each screen view in Ariba based upon the document type accessed. Within each document type there are different tabs that can be accessed that give you

More information

Workflow Instructions Entering an Electronic Check Request

Workflow Instructions Entering an Electronic Check Request 2010 Workflow Instructions Entering an Electronic Check Request The Workflow Electronic Check Request process enables a user to create a payment request from his/her desktop and successfully route it to

More information

End User Manual. SharePoint. Please send feedback or suggestions for updates to the following email address IT.Training@lse.ac.uk

End User Manual. SharePoint. Please send feedback or suggestions for updates to the following email address IT.Training@lse.ac.uk SharePoint End User Manual Please send feedback or suggestions for updates to the following email address IT.Training@lse.ac.uk London School of Economics & Political Science 1 02/12/2014/lse.ac.uk/IMT/training

More information

IFAS 7i Department Accounts Payable

IFAS 7i Department Accounts Payable IFAS 7i Department Accounts Payable User Guide Version 1.0 October 15, 2009 This document is published by the Harris County Information Technology Center, Education & Career Development Division. Copyright

More information

Aston Staff Portal. Approving / Rejecting Expense Claims

Aston Staff Portal. Approving / Rejecting Expense Claims Aston Staff Portal Approving / Rejecting Expense Claims Notes for Approvers 1. Where expense items require a receipt, any such claims without a receipt must be rejected by the approver. 2. Approvers should

More information

Steps for Entering an OnBase Purchase Requisition (PR)

Steps for Entering an OnBase Purchase Requisition (PR) Steps for Entering an OnBase Purchase Requisition (PR) 1. Login to OnBase from BuzzIn. (or Click the Digital Purchase Order link on the InfoPath Forms page and skip to step 5) 2. Click on the drop down

More information

Document Management User Guide

Document Management User Guide Document Management User Guide For the attention of SystmOne users: This document explains how to use the Document Management functionality once the setup has been completed. Contents Beginning to Scan...

More information

Live Agent for Support Agents

Live Agent for Support Agents Live Agent for Support Agents Salesforce, Spring 16 @salesforcedocs Last updated: February 18, 2016 Copyright 2000 2016 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of

More information

Accounts Payable Workflow Guide. Version 11.2

Accounts Payable Workflow Guide. Version 11.2 Accounts Payable Workflow Guide Version 11.2 Copyright Information Copyright 2013 Informa Software. All Rights Reserved. No part of this publication may be reproduced, transmitted, transcribed, stored

More information

ImageNow Document Management Created on Friday, October 01, 2010

ImageNow Document Management Created on Friday, October 01, 2010 ImageNow Document Management Created on Friday, October 01, 2010 Table of Contents Training Guide ImageNow Document Management...1 Document Processing...1 Editing Document Keys Manually... 1 Using Annotations...

More information

Important: Please follow regional 3M invoicing guidelines for one PO per invoice.

Important: Please follow regional 3M invoicing guidelines for one PO per invoice. Job Aid Create and Publish Invoice with SNC (Supplier) EN Use this Supplier portal activity to create and publish an invoice from an Advance Shipping Notification (ASN). Important: Please follow regional

More information

Microsoft Outlook 2007 Introductory guide for staff

Microsoft Outlook 2007 Introductory guide for staff Platform: Windows PC Ref no: USER180 Date: 8 th January 2008 Version: 1 Authors: Julie Adams, Claire Napier Microsoft Outlook 2007 Introductory guide for staff This document provides an introduction to

More information

QuickStart Guide. Concur Expense

QuickStart Guide. Concur Expense QuickStart Guide Concur Expense PROPRIETARY STATEMENT This document contains proprietary information and data that is the exclusive property of Concur Technologies, Inc, Redmond, Washington If you are

More information

QUICK DRIVING INSTRUCTIONS GUIDE

QUICK DRIVING INSTRUCTIONS GUIDE QUICK DRIVING INSTRUCTIONS GUIDE Get ready to relax with VeBills You are now reaching the point where all that set-up pays off. By now VeBills is processing your bills and all that remains is to pay them.

More information

Step-by-Step Guide Procurement Card & Travel Reconciliation Expense Reports: Step 4c Attaching Documents by Receipt Store to Individual Expenses

Step-by-Step Guide Procurement Card & Travel Reconciliation Expense Reports: Step 4c Attaching Documents by Receipt Store to Individual Expenses There are three ways to attach documents to an expense report in the Concur Travel & Expense System: scanning, faxing, or using the Receipt Store to attach to individual expenses. Note: Approvers have

More information

BIG LOTS VENDOR COMPLIANCE WEB PORTAL USER GUIDE - VENDOR 300 PHILLIPI RD. COLUMBUS, OH 43228

BIG LOTS VENDOR COMPLIANCE WEB PORTAL USER GUIDE - VENDOR 300 PHILLIPI RD. COLUMBUS, OH 43228 BIG LOTS VENDOR COMPLIANCE WEB PORTAL USER GUIDE - VENDOR 300 PHILLIPI RD. COLUMBUS, OH 43228 Contents Getting Started...4 Tips for Using Actionable Intelligence... 4 Logging into Actionable Intelligence...

More information

Microsoft Word 2010 Training

Microsoft Word 2010 Training Microsoft Word 2010 Training Microsoft Word 102 Instructor: Debbie Minnerly Course goals Learn how to work with paragraphs. Set tabs and work with tables. Learn about styles Use the spelling and grammar

More information

Microsoft Outlook. KNOW HOW: Outlook. Using. Guide for using E-mail, Contacts, Personal Distribution Lists, Signatures and Archives

Microsoft Outlook. KNOW HOW: Outlook. Using. Guide for using E-mail, Contacts, Personal Distribution Lists, Signatures and Archives Trust Library Services http://www.mtwlibrary.nhs.uk http://mtwweb/cgt/library/default.htm http://mtwlibrary.blogspot.com KNOW HOW: Outlook Using Microsoft Outlook Guide for using E-mail, Contacts, Personal

More information

Guide to Using Outlook Calendar for Meeting Arrangements

Guide to Using Outlook Calendar for Meeting Arrangements Guide to Using Outlook Calendar for Meeting Arrangements Using Outlook Calendar to arrange meetings and share information on availability across the university can help to save time on administration and

More information

Migrating to Excel 2010 from Excel 2003 - Excel - Microsoft Office 1 of 1

Migrating to Excel 2010 from Excel 2003 - Excel - Microsoft Office 1 of 1 Migrating to Excel 2010 - Excel - Microsoft Office 1 of 1 In This Guide Microsoft Excel 2010 looks very different, so we created this guide to help you minimize the learning curve. Read on to learn key

More information

Ariba Network Invoice Guide

Ariba Network Invoice Guide Ariba Network Invoice Guide Content Introduction Invoice Practices Before you Begin Invoicing Customer Invoicing Rules Electronic Invoice Routing Configure Remittance Configure Invoice Notifications Creating

More information

User Guide Setup, sales, purchase and support information for your Clear Books account

User Guide Setup, sales, purchase and support information for your Clear Books account User Guide Setup, sales, purchase and support information for your Clear Books account Digital Edition Contents 4 Chapter 1: Customising your Dashboard 7 Chapter 2: Setting up a Bank Account 12 Chapter

More information

BCSD WebMail Documentation

BCSD WebMail Documentation BCSD WebMail Documentation Outlook Web Access is available to all BCSD account holders! Outlook Web Access provides Webbased access to your e-mail, your calendar, your contacts, and the global address

More information

Using Excel for Business Analysis: A Guide to Financial Modelling Fundamentals

Using Excel for Business Analysis: A Guide to Financial Modelling Fundamentals Excel 2003 Instructions Using Excel for Business Analysis: A Guide to Financial Modelling Fundamentals contains extensive instructions for using Excel 2010 and Excel for Mac 2011. There are a few instances

More information

Table of Contents. How to Process Expense Accruals in Umoja. Job Aid. Overview... 2. Objectives... 2. Enterprise Roles... 2

Table of Contents. How to Process Expense Accruals in Umoja. Job Aid. Overview... 2. Objectives... 2. Enterprise Roles... 2 Table of Contents Overview... 2 Objectives... 2 Enterprise Roles... 2 Chapter 1 Process Accrual entry... 2 Chapter 3 Batch program for the Reversal of the Accrual Documents... 13 Chapter 4 How to Reverse

More information

1. Background of Electronic Approval Process...4 1.1. Reason for the change...4 2. The Approval Process...5 2.1. Picking Up a Task to Authorise...

1. Background of Electronic Approval Process...4 1.1. Reason for the change...4 2. The Approval Process...5 2.1. Picking Up a Task to Authorise... Finance Department Electronic Invoice Authorisation Contents 1. Background of Electronic Approval Process...4 1.1. Reason for the change...4 2. The Approval Process...5 2.1. Picking Up a Task to Authorise...5

More information

Oracle 12 Finance Training Receipting & Purchase to Pay Best Practice Reference Guide

Oracle 12 Finance Training Receipting & Purchase to Pay Best Practice Reference Guide Oracle 12 Finance Training Receipting & Purchase to Pay Best Practice UK SBS Training Services Team Contents 1 Purchase to Pay Processes... 1 1.1 Non Catalogue Requisition Process... 1 1.2 Smart Form Requisition

More information

Digital Marketing EasyEditor Guide Dynamic

Digital Marketing EasyEditor Guide Dynamic Surveys ipad Segmentation Reporting Email Sign up Email marketing that works for you Landing Pages Results Digital Marketing EasyEditor Guide Dynamic Questionnaires QR Codes SMS 43 North View, Westbury

More information

Rochester Institute of Technology. Oracle Training: Performing Inquiries and Requesting Reports in the Oracle Applications

Rochester Institute of Technology. Oracle Training: Performing Inquiries and Requesting Reports in the Oracle Applications Rochester Institute of Technology Oracle Training: Performing Inquiries and Requesting Reports in the Oracle Applications Table of Contents Introduction Lesson 1: Lesson 2: Lesson 3: Lesson 4: Lesson 5:

More information

Approving CFS Invoices

Approving CFS Invoices Approving CFS Invoices Accounts Payable Support Invoice Approval Process 1. Paper invoice received in Accounts Payable. 2. Invoice entered into CFS and image created. 3. Invoice Approver is identified.

More information

FirstClass FAQ's An item is missing from my FirstClass desktop

FirstClass FAQ's An item is missing from my FirstClass desktop FirstClass FAQ's An item is missing from my FirstClass desktop Deleted item: If you put a item on your desktop, you can delete it. To determine what kind of item (conference-original, conference-alias,

More information

Content Author's Reference and Cookbook

Content Author's Reference and Cookbook Sitecore CMS 6.5 Content Author's Reference and Cookbook Rev. 110621 Sitecore CMS 6.5 Content Author's Reference and Cookbook A Conceptual Overview and Practical Guide to Using Sitecore Table of Contents

More information

5050 Getting Started

5050 Getting Started 5050 Getting Started Getting Started.. The 50/50 system is basically made up of four components, the Software Application, Server, J2 Selling Stations (on tables) and the Handheld Selling Units. This manual

More information

Computer Helper Publishing, Inc. 800-533-5227 www.churchwindows.com

Computer Helper Publishing, Inc. 800-533-5227 www.churchwindows.com Training 2010 Financial to Accounting Transition Book 3: Transactions & Corrections Computer Helper Publishing, Inc. 800-533-5227 www.churchwindows.com Book 3 Transactions & Corrections Basic Transactions...

More information

Microsoft PowerPoint Exercises 4

Microsoft PowerPoint Exercises 4 Microsoft PowerPoint Exercises 4 In these exercises, you will be working with your Music Presentation file used in part 1 and 2. Open that file if you haven t already done so. Exercise 1. Slide Sorter

More information

MC Talent Management System. Goals Module Guidebook

MC Talent Management System. Goals Module Guidebook MC Talent Management System Goals Module Guidebook A. Signing On and Off of the System B. Employee Center Home Page - Left Pane - Center Pane - Right Pane C. Accessing and Creating the Goal Plan D. Navigating

More information

Accounts Payable Workflow Guide. Version 12.0

Accounts Payable Workflow Guide. Version 12.0 Accounts Payable Workflow Guide Version 12.0 Copyright Information Copyright 2014 Informa Software. All Rights Reserved. No part of this publication may be reproduced, transmitted, transcribed, stored

More information

MCIS Aggregate Claim Editor User Guide. Core system users

MCIS Aggregate Claim Editor User Guide. Core system users MCIS Aggregate Claim Editor User Guide Core system users TABLE OF CONTENTS INTRODUCTION... 3 HOW TO USE THIS GUIDE... 3 ABOUT AGGREGATE CLAIM EDITORS... 3 AGGREGATE CLAIM EDITOR TEAM LEADERS... 3 THE CLAIMS

More information

Oracle RIFANS. Rhode Island Financial/Accounting System. Agency Payables Version 12 Training Guide

Oracle RIFANS. Rhode Island Financial/Accounting System. Agency Payables Version 12 Training Guide Oracle RIFANS Rhode Island Financial/Accounting System Agency Payables Version 12 Training Guide TABLE OF CONTENTS 1 Navigation... 3 1.1 Keyboard Shortcuts... 3 1.2 Toolbar Icons... 5 1.3 Navigation Notations...

More information

Retail User Training. IT Retail, Inc. 2010. Inventory Training Retail 7

Retail User Training. IT Retail, Inc. 2010. Inventory Training Retail 7 Retail User Training IT Retail, Inc. 2010 Inventory Training Retail 7 RETAIL 7 User Training: Inventory Using RETAIL 7 ITRetail, Inc. RETAIL User Training TABLE OF CONTENTS Inventory MANAGE INVENTORY...

More information

Microsoft Outlook 2003 Quick How-to Guide

Microsoft Outlook 2003 Quick How-to Guide Microsoft Outlook 2003 Quick How-to Guide Microsoft Outlook 2003 Quick How-to-Guide This document is designed to be a quick guide for the most common tasks in Outlook. It is separated into different sections

More information

City of De Pere. Halogen How To Guide

City of De Pere. Halogen How To Guide City of De Pere Halogen How To Guide Page1 (revised 12/14/2015) Halogen Performance Management website address: https://global.hgncloud.com/cityofdepere/welcome.jsp The following steps take place to complete

More information

Ariba Frequently Asked Questions (FAQ)

Ariba Frequently Asked Questions (FAQ) Ariba Frequently Asked Questions (FAQ) 1. I am a new user. How do I start using Ariba? 2. How do I update my user profile? 3. How do I verify a vendor is in Ariba? 4. How do I add a new vendor or change

More information

Excel 2007 A Beginners Guide

Excel 2007 A Beginners Guide Excel 2007 A Beginners Guide Beginner Introduction The aim of this document is to introduce some basic techniques for using Excel to enter data, perform calculations and produce simple charts based on

More information

Statgraphics Getting started

Statgraphics Getting started Statgraphics Getting started The aim of this exercise is to introduce you to some of the basic features of the Statgraphics software. Starting Statgraphics 1. Log in to your PC, using the usual procedure

More information

PayPal Integration Guide

PayPal Integration Guide PayPal Integration Guide Table of Contents PayPal Integration Overview 2 Sage Accounts Setup 3 Obtaining API credentials from PayPal 4 Installing Tradebox Finance Manager 5 Creating a connection to PayPal

More information

Help with common problems changing Adobe Reader's settings

Help with common problems changing Adobe Reader's settings Help with common problems changing Adobe Reader's settings This trouble shooting guide aims to help customers by providing answers to common trust setting problems when using the HMRC Adobe online filing

More information

Employer Portal User Guide Last Updated: October 2015

Employer Portal User Guide Last Updated: October 2015 Employer Portal User Guide Last Updated: October 2015 San Francisco City Option PO Box 194367 San Francisco, CA 94119-4367 Phone: 1(415) 615-4492 Fax: 1(415) 615-4392 Email: employerservices@sfcityoption.org

More information

FAQ - Online Applications - Payment and Submission

FAQ - Online Applications - Payment and Submission FAQ - Online Applications - Payment and Submission Please see the list below for answers to frequently asked questions regarding payment and submission on our online application system: How much does a

More information

Excel 2003 A Beginners Guide

Excel 2003 A Beginners Guide Excel 2003 A Beginners Guide Beginner Introduction The aim of this document is to introduce some basic techniques for using Excel to enter data, perform calculations and produce simple charts based on

More information

Creating a Poster in PowerPoint 2010. A. Set Up Your Poster

Creating a Poster in PowerPoint 2010. A. Set Up Your Poster View the Best Practices in Poster Design located at http://www.emich.edu/training/poster before you begin creating a poster. Then in PowerPoint: (A) set up the poster size and orientation, (B) add and

More information

Last updated: October 4, 2013. einvoice. Attorney Manual

Last updated: October 4, 2013. einvoice. Attorney Manual einvoice Attorney Manual Welcome to the Bexar County einvoice system! The Bexar County einvoice System is designed to help attorneys submit and track invoices with Bexar County. With this system, an attorney

More information

MEETINGONE ONLINE ACCOUNT MANAGEMENT PORTAL ACCOUNT ADMIN USER GUIDE

MEETINGONE ONLINE ACCOUNT MANAGEMENT PORTAL ACCOUNT ADMIN USER GUIDE MEETINGONE ONLINE ACCOUNT MANAGEMENT PORTAL ACCOUNT ADMIN USER GUIDE CONTENTS Description of Roles... 4 How to Login... 4 Select a Role... 5 Overview of Tabs... 6 Home Tab... 7 Account Profile Tab... 7

More information

Terminal Four (T4) Site Manager

Terminal Four (T4) Site Manager Terminal Four (T4) Site Manager Contents Terminal Four (T4) Site Manager... 1 Contents... 1 Login... 2 The Toolbar... 3 An example of a University of Exeter page... 5 Add a section... 6 Add content to

More information

Frequently Asked Questions for logging in to Online Banking

Frequently Asked Questions for logging in to Online Banking Frequently Asked Questions for logging in to Online Banking Why don t I recognize any of the phone numbers on the Secure Code page? I can t remember my password; can I reset it myself? I know I have the

More information

Office of Comptroller Operations. Revenue Entry in SAP: Tips and Tricks Frequently Asked Questions

Office of Comptroller Operations. Revenue Entry in SAP: Tips and Tricks Frequently Asked Questions Office of Comptroller Operations Revenue Entry in SAP: Tips and Tricks Frequently Asked Questions Frequently Asked Questions Q: How do I configure my FB50 screen to show the Period and the Document Type?...

More information

Business Portal for Microsoft Dynamics GP. Requisition Management User s Guide Release 10.0

Business Portal for Microsoft Dynamics GP. Requisition Management User s Guide Release 10.0 Business Portal for Microsoft Dynamics GP Requisition Management User s Guide Release 10.0 Copyright Copyright 2007 Microsoft Corporation. All rights reserved. Complying with all applicable copyright laws

More information

SAP Business Intelligence ( BI ) Financial and Budget Reporting. 7.0 Edition. (Best Seller At Least 43 copies Sold)

SAP Business Intelligence ( BI ) Financial and Budget Reporting. 7.0 Edition. (Best Seller At Least 43 copies Sold) SAP Business Intelligence ( BI ) Financial and Budget Reporting 7.0 Edition (Best Seller At Least 43 copies Sold) November 2011 Table of Contents Log In... 3 Initial Variable Screen... 5 Multiple / Single

More information

Expense Reports Training Document. Oracle iexpense

Expense Reports Training Document. Oracle iexpense Expense Reports Training Document Oracle iexpense Prepared by FSCP Solutions Inc. Table of Contents Create (Enter) Expense Reports...1 Approved Expense Report... 18 Rejected Expense Report... 19 Entering

More information

ADVANCED OUTLOOK 2003

ADVANCED OUTLOOK 2003 ADVANCED OUTLOOK 2003 Table of Contents Page LESSON 1: MANAGING YOUR MAILBOX LIMITS...1 Understanding Mailbox Limits...1 Setting AutoArchive...3 AutoArchiving Your Folders...5 Deleting Items Automatically...7

More information

Integrated Accounting System for Mac OS X and Windows

Integrated Accounting System for Mac OS X and Windows Integrated Accounting System for Mac OS X and Windows Program version: 6.2 110111 2011 HansaWorld Ireland Limited, Dublin, Ireland Preface Books by HansaWorld is a powerful accounting system for the Mac

More information

Welcome 5. Four steps to apply for Grants for the arts 5. Eligibility 7

Welcome 5. Four steps to apply for Grants for the arts 5. Eligibility 7 Contents Welcome 5 Four steps to apply for Grants for the arts 5 Eligibility 7 Who can apply 10 Who cannot apply 11 What you can apply for 12 What you cannot apply for 13 Overdue conditions on previous

More information

The NBT Online Banker PERSONAL FINANCIAL MANAGEMENT TOOL HOW TO GUIDE

The NBT Online Banker PERSONAL FINANCIAL MANAGEMENT TOOL HOW TO GUIDE The NBT Online Banker HOW TO GUIDE TABLE OF CONTENTS Benefits and Resources... 3 Get Started Accessing and Using the Personal Financial Management Tool... 4 Customize Your Personal Finance Home Page...

More information

Making an application online via the Planning Portal

Making an application online via the Planning Portal 1 Making an application online via the Planning Portal The Planning Portal allows registered users to create and submit applications online. Online submission of applications helps to facilitate a quicker

More information

BillQuick 101: Time and Expense Tracking Webinar Questions and Answers

BillQuick 101: Time and Expense Tracking Webinar Questions and Answers Webinar Questions and Answers Question 1: If an entry is rejected, does it need to be re-entered or can it be corrected and resubmitted? There is no need to re-enter rejected entries, simply correct the

More information

SLA Online User Guide

SLA Online User Guide SLA Online User Guide Contents SLA Online User Guide 2 Logging in 2 Home 2 Things to do 2 Upcoming events/calendar 3 News features 3 Services 3 Shopping Basket 3 Appointment/Visit Bookings 4 Quote Requests

More information

Outlook XP Email Only

Outlook XP Email Only Outlook XP Email Only Table of Contents OUTLOOK XP EMAIL 5 HOW EMAIL WORKS: 5 POP AND SMTP: 5 TO SET UP THE POP AND SMTP ADDRESSES: 6 TO SET THE DELIVERY PROPERTY: 8 STARTING OUTLOOK: 10 THE OUTLOOK BAR:

More information

Table of Contents. Access this document and other HRIS information at http://ai.catholic.net.au/hris Page 1

Table of Contents. Access this document and other HRIS information at http://ai.catholic.net.au/hris Page 1 Table of Contents 1. Introduction... 2 2. General... 3 2.1 What is a Secret Question and Answer... 3 2.2 Set up Secret Question and Answer... 4 2.3 General Questions... 6 3. Home Portal... 7 3.1 Mail Inbox...

More information

How To Use Outlook On A Pc Or Macbook With A Pc (For A Pc) Or Macintosh (For An Ipo) With A Macbook Or Ipo With A Ipo (For Pc) With An Outlook (For Macbook

How To Use Outlook On A Pc Or Macbook With A Pc (For A Pc) Or Macintosh (For An Ipo) With A Macbook Or Ipo With A Ipo (For Pc) With An Outlook (For Macbook Outlook for Mac Getting started, reading and sending emails When you use Outlook for the first time, we suggest starting with a few minor adjustments to make the interface more familiar. From the View

More information

eva Purchasing & Banner Receiving Manual

eva Purchasing & Banner Receiving Manual eva Purchasing & Banner Receiving Manual Compliance Employees are responsible for knowing and complying with established University and State policies and procedures when creating/approving requisitions

More information

Single Property Website Quickstart Guide

Single Property Website Quickstart Guide Single Property Website Quickstart Guide Win More Listings. Attract More Buyers. Sell More Homes. TABLE OF CONTENTS Getting Started... 3 First Time Registration...3 Existing Account...6 Administration

More information

efunds User Guide For School Office Employees

efunds User Guide For School Office Employees efunds User Guide For School Office Employees Table of Contents Introduction & Login Procedure... 1 Welcome to efunds: Main Screen... 3 General Ledger... 3 Receive Money... 3 Pay Bills... 3 Bank Reconciliation...

More information

SC343: Umoja Managing Services of Consultants and Individual Contractors Process

SC343: Umoja Managing Services of Consultants and Individual Contractors Process SC343: Umoja Managing Services of Consultants and Individual ors Process Umoja Managing Services of Consultants and Individual ors Version 18 Last Copyright Modified United 20-November-13 Nations 1 Agenda

More information

Introduction 2. Creating an Invoice 3. How quickly will I receive payments once I have submitted an invoice? 6. Previous Payments 6

Introduction 2. Creating an Invoice 3. How quickly will I receive payments once I have submitted an invoice? 6. Previous Payments 6 Introduction 2 Invoicing using MultiTrans. 2 Accessing the Invoices Module 2 Creating an Invoice 3 How quickly will I receive payments once I have submitted an invoice? 6 Previous Payments 6 Deduction

More information

Montgomery County Public Schools. Financial Management System (FMS) User s Guide. iexpense. Version 3.0. May 2013. Division of Controller

Montgomery County Public Schools. Financial Management System (FMS) User s Guide. iexpense. Version 3.0. May 2013. Division of Controller Montgomery County Public Schools Financial Management System (FMS) User s Guide iexpense Version 3.0 May 2013 Division of Controller Copyright and Trademarks Copyright Montgomery County Public Schools,

More information

Introduction to Coding and Authorisation of Purchase Card Transactions

Introduction to Coding and Authorisation of Purchase Card Transactions qfis@qub.ac.uk Qfis Financial Systems Helpdesk 5055 QUEENS UNIVERSITY BELFAST Introduction to Coding and Authorisation of Purchase Card Transactions Note: This manual replaces the original Purchase Card

More information

Welcome to the topic on managing delivery issues with Goods Receipt POs.

Welcome to the topic on managing delivery issues with Goods Receipt POs. Welcome to the topic on managing delivery issues with Goods Receipt POs. In this topic, we will explore how to receive incorrect shipments from a vendor in a goods receipt PO document. Sometimes your supplier

More information

Creating trouble-free numbering in Microsoft Word

Creating trouble-free numbering in Microsoft Word Creating trouble-free numbering in Microsoft Word This note shows you how to create trouble-free chapter, section and paragraph numbering, as well as bulleted and numbered lists that look the way you want

More information

Create a Poster Using Publisher

Create a Poster Using Publisher Contents 1. Introduction 1. Starting Publisher 2. Create a Poster Template 5. Aligning your images and text 7. Apply a background 12. Add text to your poster 14. Add pictures to your poster 17. Add graphs

More information

Working with sections in Word

Working with sections in Word Working with sections in Word Have you have ever wanted to create a Microsoft Word document with some pages numbered in Roman numerals and the rest in Arabic, or include a landscape page to accommodate

More information