Creating finance resources
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Select .
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On the Dashboard tab, select the
menu.
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Click Create.
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On the Details tab, specify this information:
- Employee
- Select an employee to be a finance resource.
- Reference 1, 2
- Specify up to two references.
- Title
- Specify the title of the
employee.
- US Resident
- Optionally, select this check box if you are tracking resident
or non-resident status for a resource. This information is for
reporting or auditing purposes, for example, non-resident resources
who are assigned as signers to certain cash accounts.
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In the Payables Invoice Automation Email Notifications section, specify this
information:
- Invoice Submitted For My Approval
- Select this check box to receive a notification when
invoices are submitted for approval.
- My Invoice Approved
- Select this check box to receive a notification when your
submitted invoice is approved.
- My Invoice Rejected
- Select this check box to receive a notification when your
submitted invoice is rejected.
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In the Address section, specify this information:
- Country/Jurisdiction
- Select the location of the employee. When
the country is selected, you can provide a full
address.
- Type
- Select the address type of the
employee.
- Latitude
- Specify the latitude of the
location.
- Longitude
- Specify the longitude of the
location.
- Altitude
- Specify the altitude of the
location.
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Click Save.