The AvidInvoice for Portal Administrators: Beginner course consists of lessons that cover many Administrator topics including portal configuration, managing the inbox, exception queues and workflows. You’ll explore the life cycle of an invoice as you cover coding and approving invoices, searching for invoices, and the process of batching your invoices into your accounting system. Additionally, you’ll review search and reporting functionality as we search for invoices and create reports.
Learning Objectives:
Recognize the AvidXchange login page and locate key log in features in order to access your portal
Use portal menu options in order to navigate the portal functions
Submit an invoice in the portal in order to code and approve the invoice for future payment and record keeping
Create a workflow in order to automate your invoices in the portal
Plan batches in the portal in order to integrate with your accounting system
Locate and use searching and reporting features in order to organize, sort, and analyze your invoice data and trends
Course Information:
Advanced Preparation: No advance preparation is needed
Program Level: Basic
Delivery Method: Online, On-Demand, QAS Self Study
Prerequisites: Portal Administrator Role in your AvidXchange Portal
The AvidPay for Portal Administrators course consists of lessons that cover several topics relating to AvidPay processes and best practices. You’ll gain insight into different payment statuses for both pending approval and payment processing stages. You’ll learn how to search for batches and payments as well as comprehensive information on aging payments and the follow-up process. We’ll wrap things up by discussing AvidXchange’s supplier services.
Learning Objectives:
Recognize the AvidPay product and locate key features in order to access your portal and process payments.
Illustrate the AvidPay timelines and payment methods
Define payment statuses allowing for accurate payment research
Outline how AvidXchange interacts with suppliers and the purpose for each communication
Identify frequently asked questions from end-users and how to troubleshoot them
Learn about potal administrator reportss and searching tools
Course Information:
Advanced Preparation: No advance preparation is needed
Program Level: Basic
Delivery Method: Online, On-Demand, QAS Self Study
Prerequisites: Portal Administrator Role in your AvidXchange Portal
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