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	Web Page
Vendor Manager - Manage Default Expense Type	(2 min)
Invoice AP User	(5 min)
Invoice Payment Manager - Virtual Card
Invoice Capture - Permissions	(2 min)
Payment Manager - Working with Payments	(6 min)
List Management
Vendor Manager - Manually Matching Vendors	(2 min)
Invoice Capture - Verification	(2 min)
Vendor Manager	(5 min)
Invoice Expense Types	(4 min)
Payment Manager – Configuring Accounts	(6 min)
Purchase Order - Processing	(3 min)
Vendor Manager - Vendor Import Access Mapping	(3 min)
Invoice Capture - Batch Lists	(3 min)
Invoice Proxy Logon	(3 min)
Purchase Request - Processing	(2 min)
Vendor Manager - Vendor Mapping List	(2 min)
Invoice Capture - Document Separation	(2 min)
Import/Extract Monitor (Shared)	(4 min)
In-Product Messaging: Learn More (Shared)
Vendor Manager - Importing Vendors	(2 min)
File Transfer for Customers and Vendors (Shared)
Setting Up the Self-Activated Single-Sign-On Service

Configuration Tools Training

Topic	Videos	Guides	Web Page
Training Administration (Shared)	(5 min)
Invoice Payment Manager - Virtual Card
Test User Administration (Shared)	(3 min)
File Transfer for Customers and Vendors (Shared)
Setting Up the Self-Activated Single-Sign-On Service