Accessing the system

• Passwords
• Single Sign-On (SSO)
• 2-Factor Authentication

Navigating the System

• The User’s Dashboard
• Workflow Sequence

Getting Documents to the System

• How to get documents into the system
• Uploading
• Email
• Scanning – Chronoscan
• OCR Extraction
• E-Invoicing

Document Splitting

• What is document splitting?
• How is it done?                                                                      

Verification

• Verification
• Validation Rules

Non-PO Invoice Functionality

• Non – PO Invoices

Coding

• Coding
• Additional Coding

Approval

• Approval and Common Approval Workflow
• Approvers

PO-Based Invoice Functionality

Purchase Orders

• Purchase orders​​​​​​​ (Key Concepts)
• PO Creation
• Matching (2 way / 3 way)
• PO Flipping
• GRNs
• PO Features

Searching and Retrieval

• Document Storage
• Searching

Reporting

• Reporting
• Standard Reports Manual

Supplier Portal

• PO Flipping

Supplier Statement Reconciliation

• ​​​​​​​Supplier Statement Reconciliation

System Notifications

• Notifications

KPI Dashboards

• System Settings for Dashboard
• Overview