To add a preliminary company to your Contacts list: Access the Contacts Dashboard and select Companies from the top, left-hand corner. Use the filters and perform a search to ensure
Note: The AP Invoice Processing workflow requires sfPMS to be integrated with Microsoft Dynamics SL. Click AP Attach to Voucher to open Microsoft Dynamics SL AP Voucher and Adjustment Entry.
The only setup required for Document Alerts is the configuration of Alert types through the Alert Types too. You can edit default Alert types, create additional Alert types to be