In order to use the Receiver Module for 3-way matching against invoices, you must first adjust your company settings. These changes can only be done by an admin.
Step 1: click on your avatar in the top right to access the dropdown menu. Then click on the "Settings" menu item.
Step 2: click on the "Company Default" button at the top to open your company default settings.
Step 3: activate "Three-Way Matching" and "Advanced Receiving" in the default settings modal window.
Step 4: click on the "Submit" button to save your changes.
NOTE: In order for users to access the Receiver Module features, they will need to be assigned the rcvr_manager role under the user settings. This includes admins.
Comments
0 comments
Article is closed for comments.