DataServ Basics New User

Dashboard

• Dashboard Overview
• Search Bar
• Tile Basics
• Creating Tiles
• My Profile
• Out of Office

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Search Screen

• Search Overview
• How to Search for Documents
• Filter Search
• Advanced Filtering
• Search Results Toolbar

Document Viewer

• How To Use The Document Viewer
• Document Viewer Top Bar
• Document Viewer Toolbar
• Document Viewer Settings
• Document Viewer Help
• Multi-Document Selection

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Invoice Processing

• Approval Email Notification
• Non-PO Invoices
• PO Invoices/AutoVouch
• Hold Workflow Button
• Return to AP Workflow Button
• Reject Workflow Button

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AutoVouch

• AV Exception - Price Discrepancy
• AV Exception - Quantity Discrepancy
• AV Exception - No Receipts
• AV Exception - Item Number Discrepancy
• AV Exceptions - Receipt Discrepancy
• Pending Confirmation Workflow Button

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