Connect Online Accounts Payable
Connect Online is an internet friendly app for computers, tablets, and smart phones that users from your organization can use to view information from a Connect application. This webinar will show you who can use Connect Online, how to set up user access to Connect Online, and how to set up My Dashboard to view financial information. [MP4]
My Dashboard
How do I add the Accounts Payable Lookup widget to My Dashboard?
How do I view transaction details?
Why isn't a request showing up in the Notifications list?
How do I exclude terminated vendors from my search results?
Requisitions
How do I view requisition details?
When will I receive notifications for requisition approval?
How do I approve requisitions?
How do I set up Accounts Payable to submit requisitions?
Purchase orders
How do I approve purchase orders?
How do I edit a purchase order using Connect Online?
How do I enter purchase orders?
How do I view budget information?
Invoices
How do I find invoices for terminated vendors?
How do I look up invoices by vendor?
How do I add an attachment during the approval process?
How do I add/remove attachments?
How do I edit an invoice using Connect Online?
Checks
How do I add fields to the Additional Information section?
How do I print check detail, vendor, and additional information?
What does "multiple" mean as an invoice number?
Which checks have been cashed?
Why can't I view my Checks page?
Vendors
How do I add or remove columns?
How do I expand or collapse detail?
How do I export vendor detail to Excel?
How do I view transaction details tied to a vendor?
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