Professional Deployment Toolkit

Invoice: Configuration and Validation

During the Configuration and Validation phase, you will test and validate your system configuration. You will also train your staff on back office and configuration tools.

Review the information in the steps outlined below. Note that some items may not be relevant to your implementation.

Register for FREE instructor-led webinars and view recorded training sessions on the Customer Learning Series page. These webinars are focused on Administration and Configuration topics.

TripLink, TripIt Pro and Supplier Connections resources are located here

Back Office Tools Training

Topic Videos Guides
File Transfer for Customers and Vendors (Shared) guide
Invoice Proxy Logon
video
(3 min)
guide
Purchase Order - Processing
video
(3 min)
Vendor Manager - Vendor Import Access Mapping
video
(3 min)
Invoice Capture - Batch Lists
video
(3 min)
Import/Extract Monitor (Shared)
video
(4 min)
guide
In-Product Messaging: Learn More (Shared) guide
Vendor Manager - Importing Vendors
video
(2 min)
Purchase Request - Processing
video
(2 min)
Vendor Manager - Vendor Mapping List
video
(2 min)
Invoice Capture - Document Separation
video
(2 min)
Invoice Capture - Permissions
video
(2 min)
Payment Manager - Working with Payments
video
(6 min)
List Management
video
Vendor Manager - Manage Default Expense Type
video
(2 min)
Invoice AP User
video
(5 min)
App Center Administrator (Shared) guide
Vendor Manager
video
(5 min)
guide
Invoice Expense Types
video
(4 min)
guide
Payment Manager – Configuring Accounts
video
(6 min)
Vendor Manager - Manually Matching Vendors
video
(2 min)
Invoice Capture - Verification
video
(2 min)

Configuration Tools Training

Topic Videos Guides
File Transfer for Customers and Vendors (Shared)
Test User Administration (Shared)
Training Administration (Shared)
App Center Administrator (Shared)