FAQs - Administrator Role

Question	Answer

Question	Answer
Add New Users (Buyers/Approvers)	Create New User
Bulk Add New Users (Buyers/Approvers)	https://tphglobal.atlassian.net/l/cp/w5i7FLYL
Add New Admin User	Create New Admin User
Reset Password
Resend Invite	Select the user you want to resend the invite to by clicking on the O symbol next to the user type. Navigate to the 3 dots located at the top right of the screen. Click on it and click on send invite to resend the invite to the user’s email address.
I don’t want the same Order approvers to approve an invoice. Do I need to setup a new approval group?	No. Each approval group has a separate approval chain for each module so you can add and remove approvers and set different approval limits. See Approval Group setup page
When approving invoices I only want the department head to approve if the order does not match the invoice. Is this possible?	Yes! Go to Setup → Approval Setup → Select the Approval Group then go to Invoices. Then open the user you want this to apply to and tick Skip if PO Matches Invoice. Then Save the configuration.
Do I still need to stamp every invoice and write the tran number and all the coding?	No. Each invoice creates its own audit report showing all that information as well as a history of PO changes and an activity log. So there is no need to keep a manual sheet attached to a PO showing what invoice was paid.
The OCR is not picking up all the correct information. Any way to fix?	No OCR is perfect but our plugin does a pretty good job. From our testing it seems to struggle with the Order# the most. You can add a comma separated list of values to search for via Setup → Invoice OCR Setup → selecting the Description and then adding values to the Search field.