Watch standard training sessions that have been recorded for you in March 2022.
The content of each video is outlined with a timestamp and references the applicable help guides.
Duration: 45 mins
Content
- Access to PurchasePlus
- Help Centre & Live Chat
- Suppliers
- View your Suppliers & Catalogues
- View Paperless Invoicing Email Address
- Self-Managed Pricing & Buy Lists
- Creating a Self-Managed Pricing Catalogue
- Create an Informal Product Description
2. Requisitions, Purchase Orders & Receiving Training
Duration: 41 mins
Content
- Requisitions & Purchase Orders
- Create a Requisition from a Buy List
- Approve & Decline Requisitions
- Create an Informal Requisition
Receiving
- Receive Goods Against a Purchase Order
- Cancel or close a Purchase Order
3. Paperless Invoicing Training
Duration: 12 mins
Content
- View Paperless Invoicing Email Address under [Suppliers] - [My Suppliers]
- Send invoices to PurchasePlus
- Scan a Paper Invoice and send it as PDF
- Manually match Purchase Orders and Invoices & Match multiple Invoices to one Purchase Order
- Processing Reconciled Invoices
4. Super User/ Admin Training
Duration: 40 mins
Content
- Accounts Payable Hub
- Processing Reconciled Invoices
- Restrict or enable Account Codes by Department, for Invoice linking, raising Requisitions, etc
- Requisition Approval Workflow
- Creating an Approval Workflow & Create a Role for Approval Workflows
- Skip Approval if over Max Value
- Invoice Approval
- Setting-up Flagged Invoice Approvers
- User Admin
- Turn Notifications On or Off
- Snapshots