Chargebacks › Department Invoices › How to Set Up for Invoices

How to Set Up for Invoices

To receive and submit, approve, or reject an invoice, set up the following:

• Fiscal time period type for establishing the invoice cycle
• Investment-specific debit rules

  Or

• Standard debit rules
• Credit rules
• Access rights must be granted to users responsible for viewing, submitting, and approving or rejecting invoices.

More information:

Investment Chargebacks