How do I add the Accounts Payable Lookup widget to My Dashboard? (Connect Online)

Connect Online Accounts Payable

Adding the Accounts Payable Lookup widget to My Dashboard allows you to search the Accounts Payable database for vendors, invoices, purchase orders, and requisitions. You can view the cost of purchased items. If you need more information, you can use the drill-down tool to show the transaction detail.

Before you get started

  • Set up Connect to allow access to Accounts Payable in Connect Online. See the help topic titled How do I assign user rights? in System Management.

Adding the AP Lookup widget

1. Open My Dashboard.

2. Click Settings .

Settings button

The Settings fly-out menu displays on the screen.

Settings fly-out menu

 

3. Select AP Lookup.

 

AP Lookup in Settings menu

 

The widget titled Accounts Payable Lookup displays on My Dashboard.

 

Accounts Payable Lookup widget on My Dashboard

 

27Feb2018

 

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