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How to Create Bills
Follow the below steps to Create Bills Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Bills Click on either "Add New Record" or the "+" sign to initiate the creation of a new Bill. Choose the Supplier ...
What does accepting/rejecting/reverting a bill allocation do?
To find the bill allocations for a specific project you go to the Projects icon and click on the Finance tab and then type the project you want to look at the bill allocations for. Then you will see a section that says Open Bill Allocations and ...
How to Approve Supplier Quote
The configuration for the number of approvals required to approve a Supplier Quote can be adjusted through the "Number of Supplier Quote Approvals Required" option within the Supplier Quote section of the Purchase Settings. Follow the below process ...
How to Approve Purchase Order
Follow the Process to Approve a Purchase Order Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Purchase Order The PO requested needs Approval shows the Status Requested Select the PO entry and Click on ...
How to Approve Leave
Follow the below steps to Approve a Leave Request Navigate to the Web Portal and login Go to Timesheets and Leaves-> Leave The Leave Request needs to be approved that shows the status Pending Click on the Approve button to Approve it The ...