Invoice Staging Workflow

Invoice Staging Workflow

View Processed Invoice Notification

Review Staged Invoice Header

Link PO (optional)

Item Mapping


Expense Mapping

Convert to Invoice


Review and Commit Invoice



    • Related Articles

    • Invoice Staging Features

      Main Page Overview <br> Right-Hand Buttons Bottom Buttons Learn more by checking out the Invoice Staging Guide Previous : Invoice Staging Workflows
    • Invoice Staging Setup

      Employee Access Permissions Coming Soon... Vendor Setup ( Vendor Size Abbreviations & Vendor URL ) Staged Invoice Notification <br> Vendor Size Abbreviations Invoice Staging Thresholds Coming Soon... Learn more by checking out the Invoice ...
    • Invoice Staging Overview

      <br> Learn more by checking out the Invoice Staging Guide Next: Invoice Staging Setup
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      Invoice can be submitted and brought into the Invoice Staging module through an EDI integration or through Retriever via Email, YDI Submission or YD Mobile Upload. EDIs <br> Retriever - Email Submission Retriever ...
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