...
Test the Finance Role
- Click the
Save and Test icon. The test mode will launch.
- Fill in the required fields.
- Upload an attachment (optional).
- Click on the Authorized Signature field and sign.
- Click Send to Manager
- Check "Yes" to approve the PO in the Manager Approval section,
- Click Approve PO and Send to Finance. All users with the frevvo-finance role will receive a notification email that there is a task awaiting their attention. You will see this message "The PO was sent to Finance for processing. An email notification has been sent."
- Close the Test window.
- Click the
- Log out of .
Check your email and click the link in the notification email. - Login as the finance user sue@<your tenant>. Her task list will display.
- Click the
- Enter a Reference Number and any optional comments
- Click the Edit this section button to sign
- Click Process and Finish PO. You will see "Purchase Order Number <order number> is complete. A copy has been emailed to <email address> for your records."
- Check your email to view the PDF for the completed PO.
...
- Click here to download a CSV file.
- Open it in any text editor, make the following changes and save the file.
- Replace YOUR_EMAIL with your email address. This is used for notifications.
- All passwords default to 123. You may change any password.
- Login as the tenant admin user.
- Click the Manage Users Link.
- Click the
- You may see several warning messages. If you see a
- Click the Load button. You should see something like: "Users Loaded successfully. 9 Added, 0 Updated, 0 Deleted, 17 Roles Added."
- Logout of the tenant admin user account.
...