Version: 2022.05
Summary: Learn how to use the Accounts Payable application to process requisitions and purchase orders. [MP4]
Downloads: PO Checklist [XML] Right-click [XML] and select Save As. Use the Checklist flyout menu on the main menu to import the checklist. [More]
--
Webinar Time Stamps
00h02m02s, ENTERING REQUISITIONS
- 00h12m24s, Q: If more than one line code is paying for the copy machine, how do I split the cost?
- 00h20m23s, Q: Are the GL account numbers limited to the account numbers that are restricted?
- 00h22m12s, Q: What happens to saved requisitions?
- 00h23m08s, Q: Will the requested by name print on the requisition?
00h25m52s, APPROVING REQUISITIONS IN CONNECT ONLINE
00h28m47s, APPROVING REQUISITIONS
- 00h30m18s, Q: How do approvals work?
- 00m32s06s, Q: What does Cancel do?
00h33m28s, VIEWING APPROVAL STATUS
- 00h35m39s, Q: Do I have to use the approval process?
- 00h36m13s, Q: I entered a requisition twice. Can the approver cancel the duplicate requisition?
- 00h36m29s, Q: Is there a way to cancel an approved requisition?
- 00h36m43s, Q: Can I add a sequence to an existing requistion?
- 00h38m39s, Q: Is there a checklist for the requisition /PO process?
- 00h39m19s, Q: Can I modify a requisition before it's approved?
00h40m40s, ENTERING PURCHASE ORDERS
- 00h40m50s, Creating purchase order from requisition
00h42m22s, Using Enter Purchase Order view
- 00h43m17s, Q: Can I add a requisition to an existing PO?
- 00h44m33s, Q: Can I create my own PO number sequence based on my hardcopy system?
00h46m58s, Using Connect Online to enter purchase orders
- 00h49m05s, Q: How would a mayor or council approve a PO?
- 00h49m46s, Q: Can I enter a PO directly in Connect Online or does it have to come from a requisition?
- 00h52m17s, Q: What if we only use invoices?
00h52m48s, APPROVING PURCHASE ORDERS
00h55m26s, CLOSING OPEN PURCHASE ORDERS
00h56m18s, REPORTING