What Are We Trying to Accomplish?
The account settings screen is where you, as the accountant, will configure the settings that make your instance of the Invoice Automation application specialized to you. All of these settings can help your day to day run smoother. We strongly recommend setting up each of these items.
What Can I Do?
Matching Rules -Configure threshold rules for accountant that will allow for variance in the 3 way matching
Auto-Vouchering - Allows invoices that are matched to be sent directly to the ERP as vouchered
- Show Me How - Enable or Disable Auto-Vouchering for Invoices
Advanced Invoice Automation Settings -Allows the application to calculate until cost when it is not included in the invoice
- Show Me How - Setting Unit Cost When Not Included on the Invoice
Change Password - Change the password for your SourceDay account
- Show Me How - Change Accountant Password