Capture Workspace
Display settings
Manual document import
Automatic splitting
Interactive splitting suggestions
Capture your documents
Using a YoozBox
Using Email Capture
Using the Automated Invoice Collector
Using mobile Capture
Access and introduction to the screens
Introduction to the Workspace "My Tasks"
Customization of the Workspace "My Tasks"
Completed documents
Coding your documents
Invoices Review screen
Documents' header
Optimization of the Third-party sheet
Allocation of invoices and click&reco
Other documents
Interactions and actions
Inside task action buttons
History of the document
Attachement of a document
PDF display
Error message
Highlight colors
Export your documents
Invoice Approval
Simple Approval
Exceptional cases
Dispute management
Search
Simple Search
Combined Search (multi-criteria and fulltext)
Search criteria
Favorite Search (dynamic folders)
Raising a Purchase requisition
Creation of a Purchase requisition
Creation of a Purchase requisition with Item databade
Actions associated with the creation of a Purchase requisition
Approving a Purchase requisition
Sending an Order
Reconciling Invoice and Order
Identification of the type of Invoices
Matching of a Purchase Order against an invoice
Association of Invoice and Order
Manual Reconciliation of Invoice and Order
How to create a home screen icon
How to navigate the Yooz Rising interface
How to Approve, Reject and Forward
Back to the YoozUniversity Page
Your Organizational units
Accessing your Organizational units
Adding your first Organizational unit
Managing your Organizational units
Your Masterdata
Displaying your Masterdata: by Organizational unit or for all
Editing your Masterdata
Importing a Masterdata list
Export Settings
Accessing the Export
Exports' properties
User access management
Creation and settings of User access
Modification of a User access
Deletion of a User access
User role management
Permission linked to each Role management
Reassign a document to another User
User group management
Creation of User group
Permission linked to User group management
User group management
Introduction
Processes & Workflows management
Access path
Dashboard
Global Settings
Phases Settings
Step Settings
Route Settings
Definition
Creation
Priority management
Duplication
Duplication on the same Step
Replication on another Step
Setting up the import of your documents
Pairing and configuration of your YoozBox
Configuration of Email capture
Configuration of Automated Invoice collector
Creation and management of customized data in the invoice registration form
Creation and activation of customized data
Management of customized data
Management of Notifications, Reminders, Duplicates and Disputes
Notifications management
Reminders management
Duplicate management
Dispute management
Other settings
Recoverable VAT pro rata
Accounting closing date
Introduction
Prerequisites of Purchase management in Yooz
The Purchase-to-Pay (P2P) process in Yooz Rising
Settings
Purchase management process global settings
Settings of the Users for Purchase management purposes
Settings of the Master data for Purchase management purposes
Process settings for Purchase management purposes
Capture Workspace
Display settings
Manual document import
Automatic splitting
Interactive splitting suggestions
Capture your documents
Using a YoozBox
Using Email Capture
Using the Automated Invoice Collector
Using mobile Capture
Access and introduction to the screens
Introduction to the Workspace "My Tasks"
Customization of the Workspace "My Tasks"
Completed documents
Coding your documents
Invoices Review screen
Documents' header
Optimization of the Third-party sheet
Allocation of invoices and click&reco
Other documents
Interactions and actions
Inside task action buttons
History of the document
Attachement of a document
PDF display
Error message
Highlight colors
Export your documents
Invoice Approval
Simple Approval
Exceptional cases
Dispute management
Search
Simple Search
Combined Search (multi-criteria and fulltext)
Search criteria
Favorite Search (dynamic folders)
Raising a Purchase requisition
Creation of a Purchase requisition
Creation of a Purchase requisition with Item databade
Actions associated with the creation of a Purchase requisition
Approving a Purchase requisition
Sending an Order
Reconciling Invoice and Order
Identification of the type of Invoices
Matching of a Purchase Order against an invoice
Association of Invoice and Order
Manual Reconciliation of Invoice and Order
How to create a home screen icon
How to navigate the Yooz Rising interface
How to Approve, Reject and Forward
Back to the YoozUniversity Page
Introduction
AP Process in Yooz Rising
Yooz Rising
How to access on your laptop
Your User Interface
Main screen - top bar
My profile - Settings
How to Approve a document
How to Search a document
Yooz Rising on your smartphone
How to create a home screen icon
How to navigate the Yooz Rising interface
How to Approve, Reject and Forward
Back to the YoozUniversity Page
