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  1. DataServ
  2. DataServ 101

DataServ 101

Help Articles

AutoVouch

  • AutoVouch Exception Form Advanced Features

Dashboard

  • Dashboard Overview
  • Search Bar
  • My Profile
  • User Date/Time Format
  • Configuration
  • Creating Tiles
See all 9 articles

Search Screen

  • New Search Screen Updates
  • Search Results Toolbar
  • Search Overview
  • How to Search for Documents
  • Default Search
  • Search Columns
See all 12 articles

Payment Request

  • Payment Request
  • Payment Request Notifications

Invoice Processing

  • Non-PO Invoices
  • PO Invoices/AutoVouch
  • Confirm Workflow Button
  • Hold Workflow Button
  • Reject Workflow Button
  • Return to AP Workflow Button
See all 14 articles

User Management

  • User Management Overview
  • Create User & Clone User
  • Edit User
  • Deactivate a User
  • Delete User
  • Can You Update A User ID
See all 13 articles

Matrix Management

  • Organization Structure
  • Matrix Management Overview
  • Approval Matrix
  • Confidential Vendors Matrix
  • Default Coding Matrix
  • Initial Routing Matrix
See all 12 articles

Document Viewer

  • How To Use The Document Viewer
  • Document Viewer Top Bar
  • Document Viewer Toolbar
  • Document Viewer Settings
  • Document Viewer Help
  • Multi-Document Selection
See all 16 articles

General

  • Vendor Setup and Maintenance
  • Exchange Rate Functionality
  • Hot Batch
  • Vendor Portal
  • Standard Published Searches
  • Approver's Standard Published Searches
See all 8 articles
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