This curriculum is designed for admins and managers who own configuration, access and reporting to configure the environment, govern permissions and measure performance. It focuses on Invoicing & Payments, Client Connect, eInvoice Connect and Payments Engine, enabling learners to navigate workspaces and execute core tasks and configure settings and user permissions.
Invoicing & Payments Settings and Reporting Management
By the end of this course, you will be able to:
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Navigate the Invoicing workspace and locate information about documents and accounts.
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Configure delivery methods and manage document routing options in Client Connect.
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Solve buyer issues, such as payment acceptance and password resets, to provide exceptional customer support.
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Schedule and run reports to gain insights into system data and enhance decision-making.