Transcript: After this session, you should be able to... Objectives! Agenda By going to www.concursolutions.com With the use of Concur Mobile App Access your concur profile Access your concur profile Manually create payment requests Work on payment requests assigned by the admins Create and submit payment requests create payment requests for invoices Approve Payment requests How will you login? The Details Sales Model Mobile Wait for the welcome email Step 1 Step 2 Click the log in link at the bottom of the email web Go to www.concursolutions.com Use your email address as the username Use the default password Mobile Go to the App Store Step 1 Why is your plan special? The Nuts and Bolts How it Works Key Partners Who Will Help You? You can't succeed alone... How do you plan to find new markets? Worldwide Success Market Share with Clients and Partners Connecting Contact Info Customize the layout and add your content Separated Design Elements:
Transcript: Diana Aracely Guillen Flores / ICATSON 2nd level ELECTRONIC INVOICE What is an invoice? What is an invoice? Invoice is a receipt of income for us and of expenses for the client, which must be made when making a sale of a product or service. Income Expenses Translation Payroll Payment complement Type of invoice CLIENT INFORMATION WHAT DO YOU NEED? Name RFC Address E-mail Use of CFDI Way to pay OBLIGATORY RFC Use of CFDI Way of pay obligatory NOT OBLIGATORY Name Addres E-mail Not obligatory ENTER TO THE SYSTEM STEPS STEP 1 STEP 2 STEP 3 STEP 4 STEP 5 STEP 6 STEP 7 STEP 8 STEP 9 STEP 10
Transcript: The invoices should be keeped in the archives of the company for 5 years and after that can be destroyed by shredder because there are personal data on. Invoices are verificated by accountant and later by Inland Revenue. The invoices are signiatured by seller and buyer and there is also a stamp of the company. Thank you for your attention! type: quantitative Sometimes a bill can be enclosured to the invoice but it depends on the form of payment. Verification Author and recipients (way of distribution) proof of purchase or service for our customers, needed in case of any complaints the tool of keeping record of sales (needed for book keeping) Aim Invoice Applied in whole organization and standard form in department Filled in on computer and printed in-house Sales department issues the invoices and buyers personally receive them with the order.
Transcript: You can make the description of your items You can have also the list of clients to who you are going to ship to What does it has? Invoice Template Valeria Avalo for what its useful? You can list ta numbers of the things you are going to bill or ship You can have all your client names in a list or only those who you are going to bill to An invoice indicates what must be paid by the buyer according to the payment terms of the seller. Payment terms usually specify the period of time that a buyer has to send payment to the seller for the goods and/or services that they have purchased. A free and professional invoice that's easy to fill out and present to your clients. Simply fill in the fields and you are ready to email, or print and mail the invoice.
Transcript: VENDORS USER ROLES AND PERMISSIONS ASSIGNED ONLINE INVOICE PROCESSING (OIP) STATUS PERMISSIONS APPROVE CREATE Users are assigned by Aristotle who deals with the clients to compute the vendor invoices. SUBMIT ONLINE INVOICE PROCESSING Accountant permission Management permission User management permission User common permission VERIFY SEND TO THANK YOU Admin Accountant Manager Permission group categorizes permissions USERS Permissions are needed to provide specific route access. ARCHITECTURE HAS PAID CHECK QUERIES ROLES Roles are assigned for users with some specific permissions SALES INVOICE CLIENT USERS WORKFLOW VENDOR INVOICE Administration PERMISSION GROUPS
Transcript: A YOUR LOGO HERE C 3 What is this presentation about Personal or Business Total may or may not reflect tax depends if EFA or Lease Use subtopics to make your point More Explaining Will be Neumann's address if a lease, customers address if EFA 1 Create a Subtopic 2 Customize the Cover 3 Insert Your Content How does it all come together? The Nuts and Bolts Invoice's will always have an invoice number - Be Creative - Get Constructive - Work Hard How to Succeed: - Use Prezi :) Ship To: will be the business address where equipment is being kept Where can people find you? Offices Explains good & service being purchased with Clients and Partners Connect Typically used to inform if any pre delivery terms are required
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