Administration

General about the administration tool

• General about the Administration tool
• Overall description of the main menus of the Administration tool
• Search function

Users and Roles

• Add new user
• Create new role
• Roles an Other access rights
• Roles and administration rights
• Roles and coding rights

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Approval rules

• What type of approval rules do we have?
• Approval rights - Basics
• Approval hierarchy
• Who has approval rights?
• Approval rights - Role form

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Business rules

• Agreement invoices
• Automatic coding
• Coding suggestions
• Coding templates in the administration tool
• Create Control stages

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Administration

• Admin log
• Automate the workflow
• Companies
• External registers
• Instance message

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Base register

• Add new vendor
• Blocked vendors
• Categorize vendors
• Chart of accounts
• Code plan

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Taxes and fees

• Columns - Indicators and Calculators
• Reverse sales tax
• Setup of taxes and fees
• Tax Codes
• Tax distribution

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System administration

• Cases
• Coding string
• Email notification
• Error during import
• GUI-Settings

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PO matching - Administration

• Administration of PO matching
• Purchasing integration
• System parameters in PO matching