Invoice Portal Administrator

This course is designed to provide Invoice Portal administrators with the essential knowledge and skills required to effectively use the advanced menu options and extended configuration capabilities available on their member accounts.

Objectives: Upon completion of this course, the learner will be able to:

• Customize member account settings, including specifying whether to send or receive invoices.
• Specify organization details and party identifiers.
• Edit recipient settings and add additional recipients to the member account.
• Understand the process of specifying registered office and tax certificate information in the member account settings.
• Explain the different user roles in the Invoice Portal.
• Add users to a member invoice portal account.
• Edit member user settings and permissions.
• Manage existing member users, including deactivating or removing them.
• Enable two-factor authentication.
• Send and receive invoices using the Invoice Portal.
• List the statistical reports available to member administrators.
• Generate a statistical report using the Invoice Portal.
• Pass a skill examination with a score of 80% or higher.

Audience: Administrators seeking training on the Invoice Portal

Prerequisites: None

Product Version: 3.5

Welcome to this update training in which you will learn of the new features and enhancements provided with the release of E-Invoice Connect 3.6 (Formerly Invoice Portal).

In particular, you will learn how to enable and configure new features for end-users.

By the end of this module, you will be able to:

• Enforce Two-Factor authentication
• Configure error messaging for receivers of rejected invoice messages