9 guides

Find data and insights

Look up connected records and understand your AP activity.

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Browse ERP data Work with vendors Review purchase orders and receipts

All guidance

Find the task you need

Find connected records

Browse ERP dataFind connected records through company-specific entity labels and shared table controls.Work with vendorsFind vendor records, inspect details, and edit only fields that are human-writable.Review purchase orders and receiptsLocate supporting records, interpret their status, and return to invoice matching with details.

Understand your data

Understand fields and dimensionsSee how company-specific fields, reference values, GL accounts, and company labels shape the interface.

Understand your activity

Use InsightsChoose a company and period, understand the summary, and open the records behind it.Understand Insights metricsUnderstand what a metric includes, the time period it covers, and the records behind it.Understand time and cost estimatesUnderstand the assumptions behind estimated hours saved and cost avoided.

Manage connected systems

Connect or reconnect an ERPPrepare for operator-assisted setup, protect credentials, and verify the resulting connection.Understand supported ERP integrationsUse feature-level guidance instead of assuming every ERP family supports the same behavior.