Document Imaging and A/P Routing Presented by Brian Cancian.
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Document Imaging and A/P Routing Presented by Brian Cancian
description
Today’s Session 1 Where can you attach electronic images? How do you attach files to records? How do you route records for approval? 2 3
Transcript of Document Imaging and A/P Routing Presented by Brian Cancian.
Document Imaging and A/P Routing
Presented by Brian Cancian
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Today’s Session
1 Where can you attach electronic images?
How do you attach files to records?
How do you route records for approval?
2
3
Where Can You Attach Images?
• A/P Invoices• Vendors• Customers• Field Logs• Job Areas• Meeting Agendas• Misc. Docs• Punch Lists• RFCs• RFIs
• RFPs• Submittals• Transmittals• Equipment• Job Cost Change Orders• Jobs• Employees• PO/Subs• PO Change Orders
How To Attach An Image
How to Manually Route
Automatic Routing
• Only A/P invoices can be routed.
• You must establish routing rules in the Routing Rules Control File.
Routing RulesYou can create multiple rules
