This is a listing of recommended searches by role in your tailored solution. (You can find a list of recommended tiles for the Quick Start solution here).
We recommend that you create a tile for each of the searches listed in your role.
Please note: this list is meant to be a foundation for the most common searches you will need to access in your role. Based on your company's specific processes, there may be other searches/tiles that you will need to create as well.
AP Processor
- Potential Duplicates
- Vendor Not Found
- New Invoices
- Matching Exceptions (AV clients only)
- Rejected Invoices
- Non-Invoice Documents
- Hot Batch Invoices
- Invoices Not Validated in ERP
- Transfer Errors
- Invoices Out for Approval
- Invoices Pending Data Transfer
- Invoices Pending Receipt (AV clients only)
Approver
- My Documents Pending Approval
- My Documents on Hold
Administrator/Manager
In this role, these search queues will not require action and will be for review purposes only
- Invoices Out for Approval
- Invoices Pending Data Transfer
- Invoices Pending Receipt
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