When starting in a new system it can be helpful to understand who has access to what and who can see what. We will walk you through the people you may interact with to help you understand what others are doing in the system.
As the stars of the show, Accountants will work within the Invoice Automation Product as well as the ERP. As shown previously in the what to expect section, the following actions will take place in the Invoice Automation Product:
- Loading Invoices
- Matching Up "Trouble" Invoices
- Emailing Suppliers with Questions
You will not be able to view the PO Collaboration product unless you are explicitly provided a license for that product.
Unlike the PO Collaboration product, suppliers do not interact in the Invoice Automation product. Depending on how you prefer to load invoices into SourceDay, suppliers may email a supplier specific email address in order to save you time loading invoices into the system. Once the set up in the dashboard has been completed, your suppliers will be able to email their invoices directly into the SourceDay product.
If you use our other product - PO Collaboration - your buyers and planners will be in SourceDay proactively managing their purchase orders from negotiating prices to shipping dates and details. These PO changes write back and forth to your ERP to ensure that changes are not missed - getting you the accountant the best possible information for when items are received and invoiced.
Buyers and Planners on the PO side will not have access to the Invoice Automation product unless a license has been purchased for them for this product. Similarly, you will not have access to see the back and forth on purchase orders on the PO Collaboration side unless you are specifically granted a license for that product.
It's Time for the Fun Stuff - Getting Started with Invoice Automation - Picking the Right Invoices