• Once you’re logged in, navigate to Vendors section.
• Mouse over to the particular vendor & click on ‘Configure Import’ button.
• Click on the drop down & select ‘Add New’.
• Upload the sample invoice of the respective vendor.
• Give the Template Name & select the Expense Chart of Account.
• Browse the scanned copy of template.
• Click on ‘Import & Configure’.
• The file will be imported into the system successfully.
• Configure the date, invoice number, amount and required fields.
• Once done, click on ‘Save Configuration’.

Now, navigate to Payables from Home Screen and click on ‘Bill Import/Approval’.

• Mouseover to right side top of the window.
• Click on the Import button.
• Select Corporation > Vendor > Template Type > Vendor Invoice > Support Files.
• Click on the Import button.

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Steps:

• Login to your account.
• Navigate to Payables section from the Homescreen.
• Click on Purchase Order.
• Select & enter the mandate fields.
• In the split section, select the items.
• Enter Description, Quantity and Rate.
• Click on ‘Save & Close’/’Save & New’.

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Steps:

• Login to your account.
• Navigate to Payables section from the Homescreen.
• Click on Purchase Order.
• Mouseover to the Unapproved PO.
• Now, click on the Edit button.
• Verify the information & make changes if needed.
• Click on ‘Approve & Update’.

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Steps:

• Login to your account.
• Navigate to Payables section from the Homescreen.
• Click on Bill Entry.
• Select Corporation & Vendor.
• Now, click on the Add Purchase button.
• Select the desired PO & click on the Ok button.
• Automatically, the PO gets converted into Bill.

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Steps:

• Login to your account.
• Navigate to Payables section from the Homescreen.
• Click on Stock Adjustment.
• Select Corporation & Date.
• In the split section, select the item and Qty in hand.
• The difference is auto calculated.
• Click on Choose Items button to adjust available stocks.
• Once done, click on ‘Save’ button.

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Steps:

• Login to your account.
• Navigate to Reports section from the Homescreen.
• Mouseover to the left side menu.
• Click on Stock > Stock Report.
• Select the Corporation > Item > Mandate fields.
• Click on Show button.
• The stock report will be displayed.

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