ExFlow Basics

All staff working with ExFlow or interested in Invoice Automation concepts and the ExFlow functionality

Profiles:

• End-users/Daily users
• Superusers
• Consultants

Scope

Get an introduction to the ExFlow Invoice Process. Including navigation, user setup, expense and PO invoices E2E (sales demo level), and approval in ExFlow web.

Topics

Introduction

ExFlow process – short demo

ExFlow forms and how to navigate

ExFlow process for Non-PO invoices from import to final posting

ExFlow process for PO invoices from import to final posting

How to set up users

Exercises

A high-quality VM is available for the course – complete with ExFlow training configuration and demo data, on top of the familiar Microsoft standard Contoso demo data. It is available during your class, and also for practice after the class.

Prepare

Before each course, we ask the students to prepare – for example by watching a video. This is to ensure that the students have the same or similar understanding of the scope of the upcoming training, and the terminology to be used.

Participate

Each live course session is a focused 2½ hour live online session, led by one of our experienced, Microsoft and ExFlow-approved instructors.

Practice

Maintain and extend your learning after the live course:
• The live sessions are recorded for review again and again
• Additional videos
• Hands-on labs – with separate suggested step-by-step guidance/solutions
• Support (Q&A).

Will be available later.