Setting Manage Screen Display for Accounting Module
Learn how to customize the screen layout on the Manage page within the Accounting module
How to Set Custom Items as Mandatory Fields (by System Administrator)
By mandating the entry of these details, it acts as a prompt for designated approvers to ensure all critical information is captured before proceeding with
Approval Flow Methods
Explore the key differences between Relay and Route approvals to optimize your invoice approval flow.
PO Matching – Adding Custom Fields in Existing CSV Template
Having Custom Field Data included in CSV file, it makes data import between softwares easier and faster which helps to reduce manual entry on multiple
Expanded Date Format Selection
With the new date format options, users no longer need to manually adjust date formats in CSV files.
Invoice Locking
Ensure accurate billing and avoid unauthorized changes with our Invoice Locking feature!
How to Modify Custom Field for Cost Allocation
Learn how to update the existing drop-down custom field for Cost Allocation using a CSV file.
How to Modify the Custom Field [Drop-Down Field] Using CSV File
Learn how to update the existing drop-down options for a custom field using a CSV file.
Type of User Licenses
Learn more about the key differences between the Invoices and Accounting modules here!
Customizing Digitization Notification Email
Learn how to customize the content of notification emails sent after invoice digitization is complete.
