Setup/Admin

Procure to Pay - Financial setup

• Posting periods
• VAT codes
• Tax groups
• Currencies
• Payment terms
• Payment methods

Procure to Pay - Vendors

• Vendor settings
• Vendor IDs
• Items
• Bundles

Procure to Pay - AP Automation

• Invoice settings
• Coding lines
• Defaults
• Mailbox settings
• Mailbox administration
• Smartscan - settings

Procure to Pay - Platform

• Maintenance Mode
• Usermanagement - users
• Usermanagement - user settings
• Usermanagement - import external users
• Usermanagement - deactivate users
• Usermanagement - job positions

Source to Contract - Admin Module

• Spend Settings > Exclude Data
• Tables > Categories
• General Settings > Your current subscription
• Import data - Contracts - Import Contract Managers
• Vendors Settings > Tables > Vendor classification
• Tables

Procure to Pay - AP Automation - Using routes

• Using routes
• Easy routes
• Advanced routes
• Logistics advanced routes

AP Automation - Setup/Configuration >

Procurement - Setup/Configuration >

• Item categories
• Items
• Delivery locations
• Units of measure
• Procurement settings
• Terms and conditions