DataServ 101
Help Articles
Dashboard
- Dashboard Overview
- Global Navigation Bar
- Notifications Icon
- Dashboard - Help Icon
- My Profile
- User Date/Time Format
Search Screen
- New Search Screen Updates
- Search Results Toolbar
- Search Overview
- How to Search for Documents
- Default Search
- Search Columns
Document Viewer
- How To Use The Document Viewer
- Document Viewer Top Bar
- Document Viewer Toolbar
- Document Viewer Settings
- Document Viewer Help
- Multi-Document Selection
Payment Request
Invoice Processing
- Non-PO Invoices
- PO Invoices/AutoVouch
- Confirm Workflow Button
- Hold Workflow Button
- Reject Workflow Button
- Return to AP Workflow Button
AutoVouch
- Updating a Single PO Number Across All Invoice Lines-PO Cascade Option
- AutoVouch Exception Form Advanced Features
- AV Exception Form Advanced Features-Line Filtering
- AV Exception Form Advanced Features- PO/Receipt Line Search
- AV Exception Form Advanced Features-Unmatch Lines
- Pending Confirmation Workflow Button
User Management
- API-Setup Guide for Admins and Developers
- User Management Overview
- Create User & Clone User
- Edit User
- Deactivate a User
- Delete User
Matrix Management
- Organization Structure
- Matrix Management Overview
- Approval Matrix
- Confidential Vendors Matrix
- Default Coding Matrix
- Initial Routing Matrix
General
- Vendor Setup and Maintenance
- Exchange Rate Functionality
- Hot Batch
- Vendor Portal
- Vendor Portal-Vendor Access
- Standard Published Searches