Updating existing CSV files for cost allocation
How to add more information to your current drop-down list under cost allocation
Updating existing CSV files for custom fields
How to add more information to your current drop-down list
The difference between types of user licenses
Learn about the different access rights for different license types
Customizing the digitization notification email
Set the specific content for emails notifying when invoice digitization is complete
Customizing the receipt notification email
Set the specific content for emails notifying of invoice receipt
Editing the email template for payment notice
Enabling/disabling payment notices and customizing the text within them
Creating the invoice CSV template
Do not want to download the entire invoice database? Learn how to create your own CSV template here
Setting fields to display (invoice pending approval)
Only want to see the fields that you want to see? Learn how to set it up here!
Setting fields to display
Choose the specific fields to be shown, suiting your specific needs
Accounting functions
Learn about what the Accounting role can do
