Invoice Capture Customer Training – Validation & Query Desk

09 March 2022
10:00 GMT
Microsoft Teams

As part of Proactis' customer value realisation commitment to help you maximise the value of your solutions, we'd like to invite you to this Proactis ReFresh+ Invoice Capture session which will focus on:

Delivered to all clients who will be using the hosted SaaS model. They will be performing the initial document validation process and exception handling via Query Desk:
  • Accounts and logging into the system.
  • Overview of system, showing document status’.
  • Validation (aka ‘Edit and Review’).
  • Navigation Pane.
  • Menu bar.
  • Document searching and bookmarking.
  • Supplier Search.
  • Raise Query.
  • Reject and cancel.
  • Document searching and bookmarking.
  • Using Query Desk to raise external queries with suppliers/buyers.
  • Releasing documents (if required, dependant on configuration of the system).
  • Standard reports.
  • Supplier Training - best practice.

The session will be conducted via Microsoft Teams. Each session will run from 10:00 - 14:00 GMT. There will be regular comfort breaks. We recommend that attendees have video cameras switched on to maximise interaction and effectiveness of the session. The Teams session will be available from 09:30 GMT for users to ensure that they have access to the session in advance of the training starting.

N.B. These training courses are not free of charge, by completing the registration form to attend the training courses, you are agreeing to be invoiced by Proactis Limited for the amount of £400 (+ VAT) to be settled within 30 days. If you have any questions or queries, please email [email protected].

Register your place today to be part of this knowledge sharing event: