Getting started

The Payables queues
Exception queue All invoices with an exception that cannot be routed to the operator listed on the job within CW land in the Exception queue for review. Th...
Fri, 28 Apr, 2023 at 9:34 AM
Exceptions and how to handle them
Types of Exceptions and where they route By far, the two most common exceptions are: Invoice amount is different from accrued amount. There is no accrua...
Fri, 28 Apr, 2023 at 10:03 AM
Posting invoices
Automatic posting Any invoice where the total amount for a given vendor and job matches the invoiced amount will be posted automatically by BravoTran. ...
Fri, 18 Aug, 2023 at 4:17 PM
Ignored emails and documents
Types of ignored documents Emails without an attachment or link to documents. Statements of account. Remittance advice. Payables invoices that are dupl...
Thu, 28 Apr, 2022 at 2:01 PM
Invoice Grouping
Purpose Invoice grouping is how BravoTran supports the processing of multiple invoices received in the same email. Invoices are separated into different g...
Fri, 23 Dec, 2022 at 2:59 PM
Setting up Email Forwarding
TABLE OF CONTENTS Office365 Anti-Spam Policy Google Apps Proofpoint Office365 Go to portal.office.com and log on Click on ‘Admin’ In left...
Thu, 14 Nov, 2024 at 4:03 PM
Video Overview of the Payables Dashboard
The BravoTran Dashboard This is an overview of the BravoTran Payables Dashboard and it's corresponding queues. Exception Routing a...
Tue, 19 Nov, 2024 at 11:55 AM