If you are assigned the rcvr_manager role in Accrualify, you are able to log receipt of shipped items from vendors into the platform.
Doing this allows your finance team to check that items have been received against an approved purchase order before paying a vendor's invoice. This helps to prevent overspend and fraud.
To log a receipt of goods into Accrualify, follow these steps:
Step 1: click on the "Receiving" menu item from the main navigation on the left of the screen. This will bring you to the Receiving dashboard.
Step 2: click on the "Log New Receipt" button that appears in the top right of the screen. This will bring you to a form page.
Step 3: if a purchase order number is referenced on the packing slip or is known some other way, enter it into the PO Number field. Doing so will populate the items section automatically from the PO.
Step 4: confirm the number of items received, the receipt date, add any notes about the items, and upload an image of the shipping invoice if possible. Then, click on "Submit".