Reviewing Expenses, Invoices, & Purchase Items
Approving Expense Reports
Processing Expense Reports
- Credit Card Troubleshooting
- Processing Expense Reports
- Bulk Processing Expense Reports
- Accountant's Other Actions Menu
- Adding/Editing Report Allocations
- Processing Queue Management
Approving & Processing Invoice Reports
Expense Analytics
- Manually Linking Non-Reimbursable Expenses to a P-Card
- Using Flexible Reporting
- Accounts Payable Report
- Client Billable Report
- Pcard Reconciliation Report
- Enterprise Dashboard
Reimbursing using ACH for Domestic and International Accounts
Using the QuickBooks Sync
Using the Sage Integration
Using the NetSuite Integration
Managing Requisitions, Purchase Orders, and Invoices
Approving Requisitions, Purchase Orders, and Invoices
- Setting Approval Chains for User Based Approval
- Enabling User-Based Approval
- Setting a No Limit + 1 Approver
- Managing Approval Chains using the Signature Authority Form
- Approving Transactions as a Delegate Approver
- The Purchasing Invoice Export Process
Purchasing Analytics
- The User Approval Report
- The Transaction History Report
- The Company Data Report
- The View Voided Invoices Report
- The Receiving Report
- The Aging Report