See below for important updates related to recent enhancements made:
The Vendors page has transitioned to the 2.0 Platform. For more information about the new page and its features, please view this video: Vendors.
In the redesigned Invoice Approval 2.0, you'll be able to set approval dollar amount thresholds, or additional approvals for vendors or chart of accounts. For more information about the new page and its features, please view this video: Invoice Approval
A new page that has been created is Invoice Approval Settings, which will allow you customize your Invoice Approval workflow. For more information about the new page and its features, please view this video: Invoice Approval Settings
Check Writer becomes a page called Payments. All invoices, once Approved, can be found in Payments, regardless of the payment type. All Manual ACHs and Credit Card payments now show in Payments BEFORE hitting the Register tab.
For more information about the new page and its features, please view this video: Payments
Payments:
The Search page also transitions with this release. If you make changes to any entry, the page will update automatically. You have the same functionality as before, but it's easier to use! For more information about the new page and its features, please view this video: Search
Search:
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article