texas skyward user group conference qmlativ finance overvie · qmlativ finance overview samantha...
TRANSCRIPT
![Page 1: Texas Skyward User Group Conference Qmlativ Finance Overvie · Qmlativ Finance Overview Samantha Kollman. Session Title ... Add Vendor Delete Vendor PROFILE - Active True Attachments](https://reader036.vdocuments.site/reader036/viewer/2022070109/6042b7743e206c70866dc332/html5/thumbnails/1.jpg)
Texas Skyward User Group Conference
Qmlativ Finance OverviewSamantha Kollman
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Session Title
This session will give you an overview of Finance in Qmlativ.
• Vendor Setup
• Account Setup
• Journal Entries and Cash Receipts
• Purchasing
• Accounts Payable
• Budgeting
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Vendor Profile
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Account List – difference views areavailable or can be created
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Journal Entry and Cash Receipt setupand entry is under the Account Module area
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Options under the Purchasing Module
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Purchase Order Groups need to be setup and then linked to the Security Group a user is assigned to
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Purchase Order Screen view.
Options to add a new purchase order and batch up existing purchase orders are available.
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Detail View of a Purchase Order
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Options under the Accounts Payable Module.
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Invoice List screen.
Add Invoice and Invoice Batch Update options available
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Accounts Payable Run screen
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AP Run Process Summary screen
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Budgeting Module options
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Additional Resources available in the Help Center under Documentation.
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Texas Skyward User Group Conference
THANK YOU FOR ATTENDING!