Clients using both SourceDay's PO Collaboration and Invoice Automation platforms, may need to have their PO users and IA users access the other platform. IA Users can be granted a PO Viewer License and PO Buyers can be given an IA Viewer License. IA Viewer Licenses grant buyers greater visibility by viewing invoices and purchase orders under the same platform.
Reach out to firstname.lastname@example.org to connect with your CSM for viewer licenses.
How Do I Access the IA Dashboard?
A SourceDay buyer user can view invoices via the menu at the top of your dashboard.
By clicking on 'Invoices' at the top of your dashboard, users will be directed to the Invoice Automation dashboard. Looking for an overview of the tab definitions? Check out the link below.
Remember that as a viewer, not all actions will be available. Invoice Automation viewers can conduct the following:
- Add Note
- Notify Buyer (Send a message to the linked buyer on the PO)
- View/Download Invoice Files