When you first log into the Disburser Module, you are presented with the Welcome page. By default, the Welcome page is on the Tasks tab. The information IPP displays on the Welcome page depends upon the permissions granted to the Disburser user role by the Disburser Administrator.
Use the Welcome page to navigate to Quick Links, the How To section, Release Notes and User Guides, view Logon History, or find out What's New in IPP.
The list box at the top of the page is the account selection list, which allows the Disburser users to sign into the Disburser module once and select any of the accounts to which the Disburser user is associated. A Disburser user can be a user on many accounts but a Disburser administrator can be a user on only one account.
The following are the actions and views available from the tabs, depending on your role and permissions:
Tasks – Displays invoices assigned to the user through Workflow or a Queue (Workflow enabled)
Blanket POs – Displays open and closed BPOs and provides a search feature
Purchasing – Displays open and closed POs and searches for POs
Invoices – Displays open and closed POs and provides a search feature
Payments – Displays payment information
Discounts – Displays invoices, which have discounts
Analysis – Provides the ability to run various reports
Suppliers – Provides the ability to manage and view vendors
Self-Service – Provides the ability to flip POs or BPOs to invoices or credit memos, and the ability to create non-PO based invoices or credit memos on behalf of a vendor
Displays the latest software release version.
Takes you to the most commonly used features
Provides a list of the Disburser user's most recent 10 invoices and provides for the quick monitoring of invoice status:
Invoice Number (links to the invoice)
Supplier Name
Status, such as Received, Paid, Rejected
Routing Status (Workflow enabled)
Not in routing
In routing
Routing complete
Routing not enabled
Provides links to the latest versions of Release Notes and the Disburser User Guide.
Provides updates from IPP and other topics of interest.
Displays first and last logon dates.