Maintaining supplier settings, Viewing invoice information – Kofax SupplierExpress User Manual
Page 71
Using SupplierExpress
Kofax SupplierExpress Administrator's Guide
71
From this page, you can see when a user from a supplier company was last invited to join
SupplierExpress. If the supplier does not register, you can click a Re-invite button, which
sends another invitation to the supplier and updates the Last Invited column.
Maintaining Supplier Settings
Supplier Maintenance lets you configure settings for supplier companies and users who
register with SupplierExpress. This feature lets you select a single supplier or multiple
suppliers on which to act.
For suppliers, you can take the following actions:
▪ Disable a supplier or supplier contact from using SupplierExpress to access invoice
information
▪ Configure whether a supplier can:
▪ Submit invoices electronically
▪ Specify an invoice submission type
▪ See a list of invoice Approvers
▪ Configure a list of invoice Approvers
To configure settings for a supplier:
1 From the SupplierExpress home page, select Suppliers.
2 From the list, select the
3 Click Actions and select the action to take.
▪ Disable an enabled supplier or enable a disabled supplier
▪ Configure invoice submission settings (see
▪ Configure the approvers that the supplier can (see
63)
▪ Invite users from the selected supplier (see
Inviting Users from Your Supplier
on page 68)
Each option (except for disable or enable a supplier) takes you to a page similar to the
one used to configure global settings. For example, the Invoice Submission pages let
you enable or disable specific invoice submission types and set the Document Type for
routing in MarkView.
Settings that you make in Supplier Maintenance supersede global settings. Therefore, if
you do not enable invoice submission globally, but you enable invoice submission for
one supplier, that one supplier will be able to electronically submit invoices, although no
other supplier will have that option.
4 Click OK.
Viewing Invoice Information
When you access a page, a list of invoices, payments, or POs for the selected supplier appears.
The page offers search options and an option to view a status summary for the displayed
information.