Finance Assistant PaperLess User Guide
Doc Ref: OP212
1.3 Make sure that you are working in the correct company (CSM/CSL/TRP) to match the invoice:
1.4 Click on the relevant company under inbox –
1.5 Always read the email and made sure that there are no discrepancies or information relating to the invoice. This may need to be queried. If you are querying the email/invoice always leave it in the inbox and add a note to this effect so that the department knows where to pick up from. Categorise the email to your name, add a note within the email of brief explanation, your initials and date – highlight in yellow. (Open email, within the Move options, click on the dropdown, from ‘More move actions’- Select Edit Message.
1.6
Type in the email body. Close and ‘Save’ the email.
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Document Issue 01 31/07/2025
Approved by: ZC
Not Controlled if printed
ISO 9001 / ISO 14001 / ISO 45001/PAS99: 2012
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