Documents Organized, Centralized and Shared
24 May, 2022
On rare occasions such as a 10 month employee starting in May but electing insurance which will carry over through the summer, it’s possible that an employee’s pay cannot cover their insurance. In this...
10 Nov, 2021
Status Description Unsubmitted These invoices are essentially in a draft status. This is the last point where the creator can make changes. Waiting for Approval These are submitted invoices that require one or more...
27 Oct, 2020
This article is for Accounts Payable team reference only. Only the Accounts Payable team has access to update vendor email addresses. Go to the menu > Vendor > Vendor Profile Click the address tile...
28 Apr, 2020
Click the men () then Purchasing, then Purchase Order. Click Purchase Order Batch Update Click Next Click Next Click Next Click Next Click Run Process.
28 Apr, 2020
Instead of re-entering information when invoiced, the detail from POs can generate an invoice to save time. Before a PO can be pulled into a invoice, it must be in Open status. (To move...
25 Mar, 2020
Void a Check If a check should not have been written or needs changes and will need to be re-written, a check can be voided. Go to Accounts Payable > Void Accounts Payable Run...
19 Mar, 2020
Whether a vendor needs an address changed or just needs a different payment versus ordering address, addresses can be managed through a very similar process in Vendor Profile. Go to Vendor > Vendor Profile...
11 Nov, 2015
SmartProcure regularly submits FOIA requests (schedule unknown). Canned reports have been setup to fulfill this ongoing request.
11 Nov, 2015
The PMA scattergram pulls lane and step details for financial planning.
11 Nov, 2015
There are numerous financial reports that must be generated on a regular basis. This is a listing along with instructions.
Follow:
More