EdaptIT Demo

Approve Vendor Invoices For Payment

Contents1 Walkthrough2 Overview3 Related Articles4 How To Find This Screen4.1 From Home5 Find an Invoice5.1 Invoice Navigation6 View Invoice Details7 Approve One Invoice8 Approve Many Invoices9 Block Invoices10 Approve All Invoices For Payment Walkthrough Join us in a...

Customer Master Maintenance

Contents1 Walkthrough2 Related Articles3 How To Get To This Screen3.1 From Home4 Application Status4.1 What are each of the Verification Statuses?4.1.1 Identity4.1.2 Address4.1.3 Income4.1.4 Home Ownership4.1.5 Existing Benefits4.2 What do the Status Colors Mean?4.2.1...

Glossary Page

ApplicantApplicant A user of a program front-end portal generally receiving a benefit or service.A user of a programProgram A set of coordinated activities, projects, or services for which this software facilitates customer and vendor account creation and maintenance,...

Change Your Password

Contents1 Walkthrough2 How to get to this screen2.1 From Home3 Change Your Password Screen4 General Password Tips5 Key Terms Walkthrough Join us in a brief walkthrough of the change password screen. Start from the home screen navigate to change password password...

Vendor Maintenance

Contents1 Walkthrough2 How to get to this screen2.1 From Home3 Application Status3.1 What are each of the verification statuses?3.2 What do the Status Colors Mean?4 Vendor4.1 Vendor Fields5 Contact Information5.1 What are each of the contact information fields?...

Customer Lookup

Contents1 Walkthrough2 How to get to this screen2.1 From Home3 Partial Search3.1 When to use Partial Search3.2 Partial Search Fields4 Exact Search4.1 When to use Exact Search4.2 Exact Search Fields5 Search Tips6 Select a Customer Walkthrough Join us in a detailed...