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AP
Preparing
- Customizing a Purchase Order
- Retract/ Void an Invoice in Certify AP
- Void/ Retract a Packing List
- Editing a Purchase Order
- Void/Retract a Purchase Order
- Void/ Retract a Purchase Requisition
Submitting
- Quick Adding Items to Purchase Requisitions
- Submitting a Purchase Requisition
- Submitting a Packing List
- Submitting an Invoice in Certify AP
- Placing a Purchase Order
- Creating an Order Pad
Approving
- Adding Line Items during Approval
- Approving a Requisition
- Approving a Packing List
- Approving an Invoice in Certify AP
- Approving an Invoice for Accounting Review
- Approving Transactions as a Delegate Approver
Reporting
- The User Approval Report
- The Transaction History Report
- The Company Data Report
- The View Voided Invoices Report
- The Receiving Report
- The Aging Report
Configuring
- Flexible Approval Workflow
- Paying AP Invoices with B2B Payments
- Managing Project Budgets
- Using the Data Import Utility Tool
- Locating the User Approval Delegation Page
- Using the Department Preferences Tab
Video Tutorials
- Creating and Submitting a Purchase Requisition
- Creating and Submitting a Purchase Order
- Submitting an Invoice
- Approving Requisitions
- Invoice Capture
- Invoice Processing in Certify AP