Lisa Furler
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Activity overview
Latest activity by Lisa Furler-
Lisa Furler created an article,
Invoice Automation - FAQ - Why is there Yellow Highlighting on Invoice Values?
Question Some of my invoices have yellow highlighting in certain fields. What does this indicate and what should I do about it? Answer The yellow highlighted was added to bring awareness to an ...
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Lisa Furler created an article,
Getting Started with Invoice Automation - Account Settings - Email Frequency
*Coming Soon* The Mission Communication is important. You want to know what is going on with your invoices but maybe you don't want a notification each and every time an invoice lands in your In...
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Lisa Furler created an article,
Invoice Automation - Accountant Workflow - Review Non PO Invoices for Approval
What Are We Trying to Accomplish? For non-purchase order backed invoices that require approval, SourceDay is unrolling a new Approval Process feature in our Invoice Automation Platform. Users iden...
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Lisa Furler created an article,
Invoice Automation - Understanding the Non PO Approval Process
New Feature Coming Soon The Mission For non-purchase order backed invoices that require approval, SourceDay is unrolling a new Approval Process feature in our Invoice Automation Platform. Users wi...
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Lisa Furler created an article,
PO - On Demand Webinar - October Webinar - Supplier Catch-Up
The Mission Whether you’re a new supplier to the SourceDay platform or a seasoned vet – listen as Lisa Furler, Product Training Specialist, and Christine McAvoy, Director of Customer Success, discu...
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Lisa Furler created an article,
Learning Path - PO Reports - Item lead Time
What Are We Trying to Accomplish? Item Lead Time is the average number of days it takes to fill an order line. This report can provide insights into how long it takes from PO creation to receipt i...
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Lisa Furler created an article,
Learning Path - PO Reports - Historically Late
What Are We Trying to Accomplish? Historically Late Orders for SourceDay Vendors is helpful report created compare how suppliers have improved or declined with the On Time Delivery (OTD) as well as...
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Lisa Furler created an article,
Getting Started with PO Workflow - How Suppliers Can Confirm Buyer Changes & Rejections
*New Feature Coming Soon* What Are We Trying to Accomplish? Changes on PO Order Lines happen for a variety of reasons. Fortunately, SourceDay PO Collaboration is working to make sure buyers and su...
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Lisa Furler created an article,
Learning Path - PO Reports - Tab Export
What Are We Trying to Accomplish? The Tab Export is a report that allows buyers and suppliers to pull a full report of a specified Dashboard Tab. Setting up this report will give you the ability t...
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Lisa Furler created an article,
Learning Path - PO Reports - PO Lines Close Late by Vendor
What Are We Trying to Accomplish? Closed Lines by Supplier is a report created to give buyers additional insight on late orders. This report can be helpful to discover possible patterns or issues ...