Christine Neale
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Activity overview
Latest activity by Christine Neale-
Christine Neale created an article,
Invoice Automation - FAQ - If an Invoice is in the Mismatched Tab How Can I Move it Back to Needs Review
Question If an Invoice is in the Mismatched Tab How Can I Move it Back to Needs Review? Answer The invoice needs to be Voided and Reuploaded. Once it's been reuploaded, if the invoice meets the ...
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Christine Neale created an article,
Invoice Automation - How Can I Account For a Purchase Price Variance When The Cost on the Invoice and PO Do Not Match
What Are We Trying to Accomplish? There are scenarios where Purchase Price Variances need to be accounted for in SourceDay and you need a bucket to put the variance into. This can be set up with a...
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Christine Neale created an article,
Learning Path - PO Workflow - Getting Started with Collaboration Using Messages
What Are We Trying to Accomplish? The message action allows buyers and suppliers to have a conversation about a particular PO line. This can take the back and forth messages out of email and off t...
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Christine Neale created an article,
Learning Path - Accountant Workflow - How Do I Enter GL Account Segments for Non PO
Question Our company uses a specific format for GL entries. I need to be able to have SourceDay mimic those entries so that it makes sense in the ERP once the non PO invoice has moved from SourceD...
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Christine Neale created an article,
Invoice Automation - Accountant Workflow - How Do I Enter GL Accounts for Non PO
Question At my company we separate non PO invoices into different GL or General Ledger codes (these may also be called buckets or segments at your company). How can we enter these values so that ...
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Christine Neale created an article,
Getting Started with RFQ for Suppliers
The Mission We understand new tools can be scary, but we want to ensure that you are able to quickly get up to speed and start bidding on requests from your buyers in no time. We have several ways...
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Christine Neale created an article,
PO - SourceDocs - How to Attach Documents
Question I would like to make sure that when I load different documents, they can be aligned to different parts, buyers, suppliers, PO lines, or shipments. Can you show me how? Answer The docume...
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Christine Neale created an article,
Learning Path - PO Workflow - How Suppliers Can Split an Order
What Are We Trying to Accomplish? Sometimes Suppliers need to split an order into multiple order lines with multiple delivery dates. The Propose Split Lines feature within SourceDay allows suppl...
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Christine Neale created an article,
Invoice Automation - Using the Integration Filter on Tabs
What Are We Trying to Accomplish? The integration filter allows accountants to decide which invoices they want to view based on the ERP integration with SourceDay. You will only see multiple option...
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Christine Neale created an article,
Invoice Automation - What Happens if I See an Invoice in Awaiting Receipts That Has Full Receipts and the Status Has Not Changed
Question What happens if I see an invoice in Awaiting Receipts that has full receipts and the status has not changed? Answer Sometimes these invoices get caught in the Awaiting Receipts status. T...