Erin
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Articles
Recent activity by Erin-
Invoice Automation - How to Request a New Vendor Invoice Template
What Are We Trying to Accomplish? It is not surprising that you, as the accountant will need to add suppliers from time to time. This is a simple process where you will add the sample invoice for ...
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Learning Path - How To Onboard Your Suppliers to the Invoice Automation Platform
The Mission Understand how to onboard your suppliers to the SourceDay platform. We allow you to onboard your suppliers as quickly or slowly as you feel comfortable. This path will give you the de...
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Getting Started with Invoice Automation Non PO Invoices
What Are We Trying to Accomplish? Non PO Invoice functionality allows you to process, in SourceDay, those invoices that are not associated with a buyer PO. For example - you likely receive invoice...
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Learning Path - Invoice Automation Non PO Invoices - Processing Your First Non PO Invoice
The Mission Let's get that first invoice processed. In this section we will go over what happens after an invoice is uploaded and lands on the Non PO Invoices tab: From the Non PO invoices ...
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Invoice Automation - Accountant Workflow - How Do I Enter Payment Terms for Non PO
Question We have different payment terms set up for different suppliers, can we set it up so that we can identify the payment terms for each invoice in order to ensure we are paying on time? Answ...
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IA - Accountant Workflow - My Invoice Has Been Delayed in Pending
Question My invoice made a stop in pending prior to moving to the working tabs (needs review, awaiting receipt, matched, mismatched, vouchered) It is taking longer than I would like to move throug...
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Learning Path - Picking the Right Invoices When Setting Up Invoice Automation
The Mission The foundation of everything you will do in the Invoice Automation product starts with invoices. As we discussed in previous sections, we use a 3 way matching between the invoice, PO, ...
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Invoice Automation - Getting Started with Templating - How to Submit Your Templates
What We Need From You For Templating Email a request for a new supplier template 15 or more sample invoices per template request - this will ensure that we can account foredge cases in the invoic...
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PO - Buyer Workflow - How Do I Toggle Tab Notification Emails
Changes coming soon! We are making improvements and one coming soon is renaming the "tab based notifications" to more clearly define what these settings are and what they actually do. We think "Sc...
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PO - Buyer Workflow - Understanding Account Settings for Active Vendors
Changes coming soon. All functionality from this page has been duplicated on the External Vendor Page and will soon be deactivated. What Are We Trying to Accomplish? The pages External Vendors and ...