Adding & Updating Vendors
In this video we will demonstrate how to create custom fields for vendor registration, add vendors at both the portfolio and workspace level, and update vendor information.
Quote Requests & Jobs
In this video we will demonstrate how to create quote requests and award jobs to vendors.
Purchase Order Setup Page Overview
In this video we will review the purchase order settings and demonstrate how to add approval rules and import vendors.
Creating & Approving Purchase Orders
In this video we will demonstrate how to create, update, and approve purchase orders.
Creating Approval Rules & Stages
In this video we will demonstrate how to create approval rules and stages at both the portfolio and workspace level.
Adding & Approving Vendor Invoices
In this video we will demonstrate how to add, update, and approve vendor invoices.
Invoice Payments
In this video we will demonstrate how to connect banks accounts to a workspace and pay vendor invoices at the portfolio level.