Your training journey

 

 

 

 

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

 



Watch the ReplayDownload the Capture PDF

Download the Code & Approve PDF

Download the Export PDF


Managing Purchase

 


Raising a Purchase requisition 

 


Approving a Purchase requisition​

 


Sending an Order​

 


Reconciling Invoice and Order​

 



Download the PDF Presentation


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

 

Watch the replay Download the PDF presentation

 

Back to the YoozUniversity Page


 

 

 

 

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

 



Watch the Replay

Download the Basic Admin Functions' PDF

Download the Process & Workflow's PDF



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

 



Watch the Replay

Download the Basic Admin Functions' PDF

Download the Process & Workflow's PDF



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

 



Download the PDF Presentation


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



Watch the replay Download the PDF presentation



Back to the YoozUniversity Page


 

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



Watch the replayDownload the PDF presentation


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


 

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