Preparing for Invoice Entry

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Preparing for Invoice Entry

 

Before entering invoices, the company's Administrator will have set up, among other things, the following:

 

Security Groups - which determine what document types and reports users can access, and what permissions the users will have with those documents (i.e., indexing, distributing, etc.).

Users - which identifies the access to all functions of the Sage Paperless Construction system assigned to them by security rights.
Typically these are company employees with access to the on-premise system through a local PC or by remote access into a server running Sage Paperless Construction.

Queues - which are assigned to individual users or to groups of users for the purpose of gathering and routing documents around for further processing.

 

Additionally, the accounting system is installed and bridged to Sage Paperless Construction.