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Invoice Capture Public Training – Validation & Query Desk User Training

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Date:
11 October 2022
Time:
10:00 - 16:00 BST
Location:
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 course (specfically for those customers using the hosted SaaS model) covering:

  • 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 - 16:00 BST. There will be a 30-minute lunch break, as well as 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 BST 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

Book a place
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