Quick Reference Guides

Getting Started

• Navigating the Buy-to-Pay Landing Page
• Profile Set-Up 
• Managing Notifications
• Creating Chart of Account Favorites
• Buy-to-Pay Roles Overview
• At a Glance - key differences between HCOM and B2P
• Before You Buy guidance
• Sponsored Guidance

Shopper

• Shopper Quick Start Guide
• Adding a Catalog Item to a Cart
• Adding a Punchout Item to a Cart
• Adding a Non-Catalog Item to a Cart
• Processing a Payment Request
• Processing a Non-Employee Reimbursement
• Choosing a Shipping Address
• Assigning a Cart
• Receiving and Returning/Adjusting

Requestors and Approvers

• Requestor Quick Start Guide
• Approver Quick Start Guide
• Checkout Process (includes steps for splitting line items across COAs)
• Processing a Payment Request
• Processing a Non-Employee Reimbursement
• Combining Carts
• Adding an Ad-Hoc Approver During Checkout
• Adding an Ad-Hoc Approver During Approval Process
• Setting up a Substitute Approver
• Approving a Requisition
• Returning and Rejecting Requisitions
• Rejecting Line Items on Requisitions
• Checking Approval Status
• Amount-Based and Standing Order Guidance
• Creating a Change Order
• Receiving and Returning/Adjusting
• Match Exceptions
• Requesting a Wire UPDATED signature requirements!
• Processing an Invoice
• Viewing Invoice and Payment Information
• Creating Chart of Accounts Favorites on behalf of other users
• Uploading Chart of Accounts Favorites
• Zelle - Electronic Payment for Individuals