I am an AP Clerk : my training curriculum

Yooz Rising User Training

 

Welcome to Yooz Rising

 

Logging in

 

My Profile

 

Landing Page

 

My Tasks Workspace

 

Document Review/Coding/Approval

 

Searching for documents

 

Review of YU resources

 

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Managing Purchase

 

Raising a Purchase requisition 

 

Approving a Purchase requisition​

 

Sending an Order​

 

Reconciling Invoice and Order​

 

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Using Yooz Rising through your mobile device (User Training Module)

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

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I am an Administrator: my training curriculum

Yooz Rising Admin Training

 

Welcome to Rising as an Admin

 

Managing the User list

 

Impersonation (functions of what was formerly called 'Admin mode')

 

Delegations

 

Review of YU resources

 

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Yooz Rising User Training

 

Welcome to Yooz Rising

 

Logging in

 

My Profile

 

Landing Page

 

My Tasks Workspace

 

Document Review/Coding/Approval

 

Searching for documents

 

Review of YU resources

 

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Setting-up Purchase Management

 

Prerequisites of Purchase management in Yooz

 

The Purchase-to-Pay (P2P) process in Yooz Rising

 

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

 

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Using Yooz Rising through your mobile device (User Training Module)

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

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I am an Approver: my training curriculum

Approving a document on your laptop and your smartphone

 

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

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YoozPay User Training

 

General information about YoozPay

 

How to confirm a payment with YoozPay

 

How to approve a payment with YoozPay

 

Update ERP

 

How payments are processed with YoozPay

 

Payments reporting

 

Back to the YoozUniversity Page

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I am a Payer : my training curriculum

 

YoozPay User Training

 

General information about YoozPay

 

Zoom in on the YoozPay workflow

 

How to confirm a payment

 

How to approve a payment

 

Update ERP

 

How payments are processed

 

Payment reporting

 

Back to the YoozUniversity Page