Erin
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Articles
Recent activity by Erin-
PO - Buyer Workflow - Understanding Split Lines Proposals from Your Suppliers
What Are We Trying to Accomplish? Split Lines gives your suppliers the option to propose splits to orders if they can't meet the entire quantity of an order by the requested date. These split prop...
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Invoice Automations - Pick PO Line Action from Needs Review
What Are We Trying to Accomplish? *Changes are coming. Keep reading for sneak peak of Invoice Automation updates at the end of this article. For invoices where SourceDay was unable to locate t...
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Invoice Automation - Accountant Workflow - How Do I Set Up Suppliers to Email In Non PO Invoices
Question I would like to set up my suppliers to email in their non PO invoices, but the information and flow does not seem to be the same as what is used for the normal PO process. How to I set up...
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Invoice Automation - Add or Edit GL Settings per Supplier
What Are We Trying to Accomplish? A General Ledger Code, or GL Code, is a string of letters and numbers assigned to each financial entry in an organization's ledger. This can account for a locatio...
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Invoice Automation - Accountant Workflow - View File Action
What Are We Trying to Accomplish? *Changes are coming. Keep reading for sneak peak of Invoice Automation updates at the end of this article. The View File action allows you, the accountant, to...
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PO - Buyer Workflow - Understanding Account Settings for Active Vendors
What Are We Trying to Accomplish? The pages External Vendors and Active Vendors allows Admins to review information for their suppliers. Here Admins can check to see which suppliers have trained a...
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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 starts to show up on you non PO invoices tab: From the non ...
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Getting Started with Invoice Automation (formerly Accounts Payable) 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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Invoice Automation - Accountant Workflow - Completing a Non PO Invoice in SourceDay and Submitting it to Your ERP
Question How do I set my non PO invoice as completed and ready to be paid? Answer Submitting a non PO Invoice will basically be equivalent to saying that this invoice is ready to be paid. This i...
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Learning Path - Invoice Automation Non PO Invoices - Setting Up GL Segments, GL Accounts, Payment Terms, and Approval Groups
The Mission Before you start processing your Non PO invoices, you will need to set up your account so that you will be able to apply the correct GL Accounts and Payment Terms for your invoices. Th...