Corpay - Admin Module
Admin Console - Provides super access to your Company's account. Access to PO's, vendors, contacts, invoices, accruals and payments. Have a product feature suggestion? Let us know here: https://accrualify.nolt.io/
Expense Reimbursements - Admin
Vendors - Adding New Vendors & Workflow
Corporate Card Module
General
Accruals
- Creating an Accrual Rollforward report
- Machine learning and AI features for accruals
- How to define who receives accrual requests
- How to setup auto-reversals for accruals
- Sending accrual estimate requests after creating a campaign
- Accrual status definitions
Invoices
- Paying Multiple Invoices
- Understanding the Pay Invoices Tab
- Why is the debit/ credit accounts not showing up when adding a new account in the invoice?
- Using Inbox for invoices
- Paying a Single Invoice
- How vendors submit invoices to Accrualify
Vendor Credit/ Credit Memos
- How to create a Vendor Credit/ Credit Memo
- How to Add/Edit accounts in vendor credit
- How to edit Vendor Credit
- Vendor Credit List page
- How to Unlink the Vendor credit
- How to apply multiple vendor credit to Invoice
Payments
- Marking an invoice as paid externally
- Flagging vendors to be paid externally
- Payment Remittance Emails
- Setting up international payments
- The different payment methods assigned to an invoice in Accrualify
- How to pay vendors
Approval Workflow
Internal User Access & Vendor Portal Invite
- How to add employees as users and set them as approvers in Accrualify
- How to log into your Accrualify account
- How to resend a new user welcome email.
- Managing User Roles and Permissions
- Sending or Resending Vendor Portal Invites to a Vendor
- Understanding the Users Page
Purchaser Module - User Manual
- Initial Company Setup
- Upload Templates & Instructions
- Default Codification
- General Navigation at Each View (Vendor/Contacts/PO/Accruals/Inv/Pymts)
- Adding and Editing Vendors
- Contacts