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02. Getting Started with Vantaca

Accounts Payable Basics (107)


Description
This course will take you the the basic functions of the Accounts Payable side of Vantaca.
Content
  • Invoices
  • Invoice Overview
  • Entering Invoices in Vantaca
  • Activity - Complete Data Entry
  • Supplemental: Invoice Processing - Coding Invoices
  • Invoice Processing - Possible Duplicates
  • Supplemental: Approving Invoices
  • Setting up Board Approval of Invoices
  • Invoices - Signature approval
  • Activity - Pay Invoices
  • Supplemental: The Pay Invoices Page
  • Supplemental: Printing Checks in Vantaca - The Check Queue page
  • Service Contracts and Invoice Automation
  • Using Association Service Contracts to Automatically Post and Create Invoices
  • Using Association Service Contracts to Approve Invoices
  • Credit Memos
  • Credit Memo Overview
  • Association > Settings for Credit Memos
  • Entering Credit Memos
  • Paying an Invoice with Credit Memos
  • Applying Credits Using Negative GLs
  • Credit Memos - FAQ
  • Level 1 Quiz - AP Basics
  • Payable Quiz - Level 1
Completion rules
  • All units must be completed