Texas Skyward User Group Conference

Qmlativ Finance OverviewSamantha Kollman

Session Title

This session will give you an overview of Finance in Qmlativ.

• Vendor Setup

• Account Setup

• Journal Entries and Cash Receipts

• Purchasing

• Accounts Payable

• Budgeting

Vendor Profile

Account List – difference views areavailable or can be created

Journal Entry and Cash Receipt setupand entry is under the Account Module area

Options under the Purchasing Module

Purchase Order Groups need to be setup and then linked to the Security Group a user is assigned to

Purchase Order Screen view.

Options to add a new purchase order and batch up existing purchase orders are available.

Detail View of a Purchase Order

Options under the Accounts Payable Module.

Invoice List screen.

Add Invoice and Invoice Batch Update options available

Accounts Payable Run screen

AP Run Process Summary screen

Budgeting Module options

Additional Resources available in the Help Center under Documentation.

Texas Skyward User Group Conference

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