Freight Payment and Audit Invoice ManagerNavigate the Document List Tab . The . Document List. tab will be the first tab you see when you log in to Invoice Manager. The . Document

Freight Payment and Audit

Invoice Manager Navigate Invoice Manager User Guide: Version 1.1 Freight Shippers and Carriers

Proprietary and Confidential

Proprietary and Confidential Distribution Limited to Syncada® shippers (buyers) and carriers (suppliers)

Freight Shippers (Buyers) and Carriers (Suppliers) Table of Contents Proprietary and Confidential

Tech Tip! Click on any topic within the Table of Contents to go directly to that page.

Contents Navigate Invoice Manager ......................................................... 1

Open Invoice Manager ............................................................... 2 Syncada—Home Page ............................................................................. 2 Invoice Manager—Document List Tab ................................................... 2

Navigate the Document List Tab ............................................... 3 Menu Options ........................................................................................... 3 Menu Options—Right Click ..................................................................... 3 Menu Options—Import and Export......................................................... 4 User Preferences and Search Pane Expand/Collapse .......................... 5 Search Bar and Search Summary .......................................................... 5 Search Parameters and Search Pane..................................................... 6 Document Columns ................................................................................. 7 Document Select Options ....................................................................... 7 Document Viewing Options .................................................................... 8 Give Feedback ......................................................................................... 8 Help Icon ................................................................................................... 8 Page Navigation—Scroll Bars ................................................................ 8 Page Navigation—Page Numbers .......................................................... 9 Notifications and Log Out ....................................................................... 9

Navigate the Document Detail Tab ......................................... 10 Open Document Detail Tab ................................................................... 10 Document Bookmark ............................................................................. 11 Document Detail Tab—Side Menu Options ......................................... 11 Tab Labels/Close Tabs .......................................................................... 12 Toggle Between Tabs ............................................................................ 13 Document Detail Tab—Hide/Show ....................................................... 13 Document Detail Tab—Top Menu Options .......................................... 14 Page Navigation—Scrollbars ................................................................ 14 Page Navigation—Page Numbers ........................................................ 15 Page Navigation—Page Number Navigation ....................................... 15

Invoice Manager Navigate Invoice Manager

Quick Reference: Version 1.1

Freight Shippers (Buyers) and Carriers (Suppliers) Proprietary and Confidential

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Navigate Invoice Manager Invoice Manager is easy to navigate and offers a variety of options to fit how you perform your daily tasks.

In this user guide you will learn how to:

• Open Invoice Manager

• Navigate the Document List tab

• Navigate the Document Detail tab




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Open Invoice Manager Once you are logged in to Syncada, you can open Invoice Manager to view and manage your documents.

Syncada—Home Page

1. On the Home Page, click Open to display the dropdown menu.

2. Click on Invoice Manager. The Invoice Manager Document List tab will appear.

Invoice Manager—Document List Tab

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The Document List tab shows a list of all your organization’s documents in Invoice Manager.




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Navigate the Document List Tab The Document List tab will be the first tab you see when you log in to Invoice Manager. The Document List tab allows easy access to view status information, take action on a document, and review history of actions taken.

You can use the Document List tab to view all of your organization’s documents as they move through various stages in Invoice Manager. Documents are available for online access for a specific period of time as designated in your organization’s contract. The standard online access period is 25 months.

Menu Options

Menu Options—Right Click

The Menu bar across the top of the Document List tab allows you to approve documents, take actions on documents, create new documents, manage your personalized views, view the history of a document, and add notes.

You can also right click on any line item to access menu options that would be available for the document you have selected.




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Menu Options—Import and Export

The IMPORT option allows you to bulk upload either notes or attachments to your documents.

The EXPORT option allows you to send document details to either Microsoft Excel or .CSV (comma-separated value) format.




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User Preferences and Search Pane Expand/Collapse

Search Bar and Search Summary

Use the Search Bar to run a Quick Search, customized search, or access System Searches and saved searches.

Click the Arrow icon to hide/expand the search pane.

Click the Gear icon to set your User Preferences. User Preferences allow you to customize how search results are updated in the Document List.

The Search Summary lists selected search parameters and current view and sort information.




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Search Parameters and Search Pane

Learn More: For more information on search options and setting your User Preferences, please refer to the Search and Export guide, found on the Freight Help page in Syncada.

Did You Know? You can sort search results by one or more columns, to help you find documents more quickly. For more information about sorting search results, please refer to the Search and Export user guide, found on the Freight Help page in the Freight Payment portal.

Search parameters can be easily adjusted in the Search Pane.

Clear, refresh, and save search parameters.




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Document Columns

Did You Know? You can select which columns you want to appear in the Document List, re-size column widths, and re-arrange the order in which the columns appear. For more information on personalizing your view on the Document List tab, please refer to the Personalize Views and Layouts guide, found on the Freight Help page in Syncada.

Document Select Options

The columns in the Document List tab contain specific information about each document.

Checkboxes next to each document number allow you to select specific documents in the Document List for further action.

The Checkbox Column allows you to select all of the documents in your Document List.




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Document Viewing Options

Give Feedback

Learn More: When you click on the Give Feedback button. You will be able to select from three different feedback options, which ensure your feedback request is getting routed to the most appropriate department. For more information on leaving feedback, please refer to the Give Feedback Infographic, found on the Freight Help page.

Click the caret icon to display related documents (e.g., an order related to an invoice).

Click the Give Feedback button to share feedback about your experience with the Invoice Manager tool.

Click on the hyperlinked document number to view details.




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Help Icon

Page Navigation—Scroll Bars

Scrollbars on the bottom and right side of the Document List tab allow for easy viewing.

Click the Help icon to go to the Freight Payment Help page, where you can find helpful training resources and user guides.




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Page Navigation—Page Numbers

Tech Tip! Keep the number of documents to show on each page low whenever possible to ensure optimal system performance.

Notifications and Log Out

The number per page drop down lets you adjust the number of line items shown on each page. You can choose to show up to 500 line items per page.

The number of search results returned show at the bottom of each page.

Click the Circle icon to view recent notifications. Click on the Log Out link to log

out of Invoice Manager.

Page number navigation tools let you move easily from page to page. Use either the arrows or the slide bar to change pages, or type the page number you want to move to in the page number box.




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Navigate the Document Detail Tab The Document Detail tab allows you to drill down into additional details of your documents to gain insight on any actions you need to take.

Learn More: You can personalize your layouts within the Document Detail tab to align with how you perform daily tasks. Please refer to the Personalize Views and Layouts guide, found on the Freight Help page in Syncada.

Open Document Detail Tab

Did You Know? You can also right click on the line of the document you want to view in detail and select OPEN.

To view any document in more detail, click on the hyperlinked Document Number from the Document List.




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Document Bookmark

Document Detail Tab—Side Menu Options

Side Menu options allow you to drill into specific details about the selected document.

When you open or take an Action on a document, a bookmark will appear next to the document number in the Document List, to help you identify the documents you have viewed or taken action on.




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The following table gives additional information about each screen in the Document Detail tab:

Side Menu Screen Details Given

Document Info Gives header information about the document.

Line Items Shows line item detail on an Order or an Invoice and gives you the option to compare the related document to ensure accuracy of details.

Related Documents Lists documents related to the selected document and gives you the option to open related documents in a new tab.

Notes Shows any System generated or User generated notes related to the document.

Attachments Shows any attachments related to the document.

History Shows the history of actions taken on the document.

Routing Shows the distance and drop information of the shipment on the Invoice or Order.

Did You Know? You can personalize the layout of the information that displays in the Document Detail tab for each side menu option. To learn more about personalization, please refer to the Personalize Views and Layouts user guide, found on the Freight Help page.

Tab Labels/Close Tabs

The document type and document number are listed on the tab.

Click on the X to close an open tab.




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Toggle Between Tabs

Tech Tip! When you open the Document Detail tab, The Line Items side menu option opens as the default.

Document Detail Tab—Hide/Show

Click on the tabs to toggle between open documents and the Document List. You can have multiple documents open at one time.

Click the Double Arrow icon to hide/show the side menu.

Click the Double Arrow icon to hide/show Header Information.




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Document Detail Tab—Top Menu Options

Page Navigation—Scrollbars

Learn More: Utilize the show/hide feature for the side menu and/or header information section to give you more space to view document details, which can eliminate scrollbars.

Top Menu options on the Document Detail tab allow you to Approve, take Action, create new documents, personalize your Layouts, undo changes, save changes, and print documents.

Scrollbars in each section allow you to scroll through information easily.



Freight Shippers (Buyers) and Carriers (Suppliers) Proprietary and Confidential Syncada® is a registered trademark of U.S. Bank National Association. ©2018 All rights reserved. Last Revised: 2/2018 CAT# Not Required

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Page Navigation—Page Numbers

Page Navigation—Page Number Navigation

Learn More: You can personalize your layouts within the Document Detail tab to align with how you perform daily tasks. Please refer to the Personalize Views and Layouts guide, found on the Freight Help page in Syncada.

The number per page drop down lets you adjust the number of line items shown on each page. The number of records

displayed.

Page number navigation tools let you move easily from page to page. Use the arrows or the slide bar to change pages, or type in the page number you want to move to.

Proprietary and Confidential Distribution Limited to Syncada® buyers and carriers

Survey page V1.1 Proprietary and Confidential Last revised 01/2019 CAT# 16543157NR

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