Below you will find a list of all reference articles in the Knowledge Base for your convenience
Get Started with Open Envoy: Everything you need to know to get started
- Set up two-factor authentication
- Invite your teammates
- Audit invoices
- Identify and resolve conflicts
- Mark a job as complete
- View your dashboard
- Manage your account
- Advanced features : Email forwarding, bulk uploads, and Integrations
Account & Setup: Manage users, notifications, access recovery codes, and more
- Underbillings - Undercharges
- Notification settings
- Recovery codes
- Reset/Change a password
- Setting up Single Sign-on (SSO)
- Set up your Workspace
- Two-factor authentication
How To: Guides for posting jobs, using filters, resolving conflicts, and more
- Auto Approve Underbillings
- Basic Expense vs Match Expense
- Restore Deleted Jobs
- Manually add a vendor
- Assign and Update Job Owners
- Bulk upload GL accounts
- Bulk Upload Vendors
- 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
- Workflows
- Spend Insights (Dashboards)
- The Dispute Process: A Step-by-Step Guide
- Update an Invoice or Baseline
- Restore Deleted Jobs