How To

Post jobs, use filters, identify & resolve conflicts, and more.

• How To Auto-Approve Underbillings
• Basic Expense vs Match Expense
• Restore Deleted Jobs
• Manually add a provider
• Assign and Update Team and Job Owners
• Bulk upload GL accounts
• Bulk Upload Providers
• Create a job
• Customize Columns & Filters on the Job List Page
• Identifying and resolving conflicts
• Job Details
• Job Status
• Ocean freight detention & demurrage invoice compliance check
• Set rules to automatically assign owners and teams for specific providers
• Spend Insights (Dashboards)
• The Dispute Process: A Step-by-Step Guide
• Update an Invoice or Baseline
• Underbillings - Undercharges
• Status Reports
• Workflows
• Approval Policies
• Managing Your Documents In OpenEnvoy
• Sync Statuses