INVOICES Training description
Prerequisites:
Basic
Attendees of this course will get an introduction as well as an overview of the INVOICES software. In addition, techniques and strategies needed to begin using INVOICES in an efficient manner will also be covered. As part of this course, attendees will learn the critical steps necessary to bring the system in full capacity, from setting up the system to bringing it into live production.
Introduction to INVOICES:
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Understanding the benefits of the application
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Understanding the role of the six modules
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Setting up the system
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Creating an invoice profile
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Transaction description
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Job description
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Tuning the system
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Running key suppliers' invoices through for the first time
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Optimising invoice definitions
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Quality control
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Confirming through testing that the INVOICES system is ready for live production
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Live production
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Scanning invoices
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Interpreting and validating invoices
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Verifying invoices
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Transferring data from processed invoices
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Optimising new incoming invoices
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Administration of the production system
Advanced
Attendees are shown techniques that will expand their knowledge of the application and be able to utilise the concepts learned from the basic course. They will be able to experiment with their gained knowledge of INVOICES more completely and efficiently. The course provides information on how to:
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Advanced optimisation of invoice definitions
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Customise the output data structure
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Use of the Maintenance plans for maintaining the database and importing Suppliers and Buyers
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Customise Job Descriptions
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Internal Validations
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Line Item functionality
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Multi-page invoices
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Batches
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And more
System Administrator
Prerequisites:
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Must have attended an INVOICES Basic course
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Suited to AP Team Leaders / Supervisors responsible for the INVOICES System
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How to backup the Profiles etc
The advanced section of the system administrator package will encompass details needed for installation and maintenance of the system. Overall, it is the system administrators' responsibility to maintain and monitor possible bottleneck of the system as well as contact ReadSoft technical support.
Topics to be covered are:
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Installation of a stand-alone system
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Installation of a network environment
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Configuration of License Manager
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Back-up strategy
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Administer the INVOICES system
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Troubleshooting common error messages
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Familiarisation of .ini files
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Troubleshooting techniques prior to contacting support
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How to contact support