avidxchange.lmscheckout.comAcademy Courses - AvidXchange

Solutions Products By Integration By Industry For Suppliers Products AvidBuy Automate and match purchase orders AvidInvoice Streamline your entire invoice process AvidPay Flexible, automated bill payment software AvidAnalytics Embedded business intelligence solution AvidStrongroom AP and payment automation with 2 and 3-way matching AvidAscend Accounting and AP automation for financial institutions AvidUtility Pay utility bills while tracking consumption AvidXchange FastPay Political Political media payment automation software AvidXchange FastPay Media payment automation for agencies TimberScan Purchase-to-pay automation for construction AvidXchange FastPay Supplier Hub Media supplier network and platform TimberScan Titanium Seamless invoice automation for the cloud All Products By Integration Oracle Netsuite Intuit Quickbooks Microsoft Dynamics Sage Acumatica Blackbaud MIP Fund Accounting MRI Rent Manager Yardi All Integrations By Industry Real Estate Community Association Management Construction Financial Services Healthcare Hospitality Media Technology and Software K-12 Schools Higher Education Nonprofits All Industries For Suppliers For Suppliers Solutions for Suppliers Straight Through Processing AvidXchange Supplier Hub Supplier Support Invoice Status Inquiry NEW: Our Supplier Network Portal makes it easy to track invoice and payment status. Get Access Resources Accounts Payable Resources Blog Downloadable Resources On-Demand Webinars Customer Stories Podcast Network FAQs AP Fundamentals Guide Customer Education Customer and Supplier Support Security NEW: Addressing 6 Common AP Pain Points with Data Leveraging data analytics to drive accounts payable efficiency Read the Guide Company Contact Us About AvidXchange Our Story Leadership AvidXchange Foundation Sponsorships Investor Relations AvidXchange Careers Careers and Culture Partner Information Bank Partners Accounting System Partners Value Added Resellers ISV Partners AvidXchange Newsroom Press Releases Company News AvidXchange Headquarters Charlotte, NC Book Your Demo Search Search Close this search box. Support Log In Search Search Close this search box. Log In Support Solutions Close Solutions Open Solutions Resources Close Resources Open Resources Company Close Company Open Company Book Your Demo All Solutuions Products By Integration By Industry For Suppliers Accounts Payable Resources Blog Downloadable Resources On-Demand Webinars Customer Stories Podcast Network FAQs AP Fundamentals Guide Customer Education Supplier Support About AvidXchange Contact Us Our Story Leadership AvidXchange Foundation Sponsorships Investor Relations AvidXchange Careers AvidXchange Newsroom Partner Information Resources / Resources for Customers AvidXchange eLearning Library Exciting Update! AvidXchange Academy has undergone a change, introducing a new look and feel. When you log in for the first time using the revamped login page, please reset your password to dive into your courses. Rest assured, your username will remain unchanged. Already working on courses? Click here to login. Need to register for a course? Review course details and complete the form below. AvidPay AvidPay for End Users | $99 The AvidPay for End Users course consists of lessons that cover several topics relating to AvidPay processes and best practices. You’ll gain insight into different payment statuses for both pending approval and payment processing stages. In addition, you’ll learn about aging payments and the follow-up process. Then, you’ll wrap things up by discussing AvidXchange’s supplier services. Learning Objectives: Recognize the AvidPay product and locate key features in order to access your portal and process payments. Illustrate the AvidPay timelines and payment methods Define payment statuses allowing for accurate payment research Outline how AvidXchange interacts with suppliers and the purpose for each communication Course Information: Advanced Preparation: No advance preparation is needed Program Level: Basic Delivery Method: Online, On-Demand, QAS Self Study Prerequisites: None AvidPay for Portal Administrators | $150 The AvidPay for Portal Administrators course consists of lessons that cover several topics relating to AvidPay processes and best practices. You’ll gain insight into different payment statuses for both pending approval and payment processing stages. You’ll learn how to search for batches and payments as well as comprehensive information on aging payments and the follow-up process. We’ll wrap things up by discussing AvidXchange’s supplier services. Learning Objectives: Recognize the AvidPay product and locate key features in order to access your portal and process payments. Illustrate the AvidPay timelines and payment methods Define payment statuses allowing for accurate payment research Outline how AvidXchange interacts with suppliers and the purpose for each communication Identify frequently asked questions from end-users and how to troubleshoot them Learn about potal administrator reportss and searching tools Course Information: Advanced Preparation: No advance preparation is needed Program Level: Basic Delivery Method: Online, On-Demand, QAS Self Study Prerequisites: Portal Administrator Role in your AvidXchange Portal AvidBuy AvidBuy for End Users | $99 The AvidBuy for End Users course provides an overview of the AvidXchange Purchase Order (PO) product. The modules in the course cover topics ranging from configuration to fulfillment. We’ll review the processes for creating, submitting, coding, and approving requisitions. As you navigate through the course you’ll gain insight into the process of matching approved purchase orders to invoices. Learning Objectives: Match the correct step number with the appropriate step action to create and submit a purchase order Choose the correct tab to add a comment to a requisition and/or email a comment from within the requisition screen Recognize the process for attaching supporting documentation to a requisition Select the appropriate tab used to review requisition workflow steps or research actions taken on a requisition Demonstrate the ability to complete coding and approving tasks by navigating through the Orders area of the portal Process purchase orders by reviewing, coding (when applicable) and approving Define the process for purchase order to invoice matching Create a receipt from an order in AvidBuy Prepare your organization for utilizing 2 and 3-way matching by understanding permissions and details related to match policies Distinguish between data provided from the most frequently used reports in AvidBuy Course Information: Advanced Preparation: No advance preparation is needed Program Level: Basic Delivery Method: Online, On-Demand, QAS Self Study Prerequisites: None AvidBuy for Portal Administrators | $99 The AvidBuy for Portal Administrators course provides an overview of the AvidXchange Purchase Order (PO) product. The modules in the course cover topics ranging from configuration to fulfillment. We’ll review the processes for creating, submitting, coding, and approving requisitions. You’ll also gain insight into the process of matching approved purchase orders to invoices. Learning Objectives: Design Purchase Order workflows to effectively route invoices through each step of the approval process Choose a Default Order workflow to associate the supplier record (for applicable supplier level configurations) to that workflow Associate the user to the Purchase Order workflows (for applicable user level configurations) Assign users the proper roles and permissions that grant them access to create and/or approve purchase orders Match the correct Step number with the appropriate Step action to create and submit a Purchase Order Choose the correct tab to add a comment to a requisition and/or email a comment from within the requisition screen Recognize the process for attaching supporting documentation to a requisition Select the appropriate tab used to...