Navigate to Sub-Account Maintenance and locate the desired party.
1: Navigate to Accounts Payable -> Master File Maintenance -> Sub-Account or press the F12 key to access Sub-Account Maintenance. 2: Click Find or press the F key to search for party. 3: Click OK to open Sub-Account Maintenance.
c
citrix
13 Steps
2
Click Contact Info tab.
3
Click in the Statement E-mail field and enter desired email address for main Administrator.
4
Click Save.
5
Navigate to Management Dashboard menu to sync information to Exchange.
6
Click DocVue Utilities.
7
Click Sync.
8
Once Sync is complete, the results will be noted.
9
Log in to Exchange.
10
Click Admin at the top-right of the screen.
11
Click Party on the left-hand menu bar.
12
Use filters to locate desired party.
13
Click Invite.
14
Status will change to Invite Sent.
Well done!
Create how-to guides like this in a snap. Get Tango now.
Press space bar to start a drag.
When dragging you can use the arrow keys to move the item around and escape to cancel.
Some screen readers may require you to be in focus mode or to use your pass through key
