Stamp the document with "Received" date.

• Either use a physical stamp or a digital stamp in Adobe

Code the bill in the upper left corner

• Either code by hand or use a digital stamp in Adobe

Write or type the total for the bill next to the code

Upload document/save document as the Vendor name + year-month

Keep all documents in a folder together for the month

Go to ScanPlus - Click "Create new batch"

Make sure "MountrailSocServ" is highlighted

Everything typed in this system needs to be capital letters. I don't know why. Batch name needs to be all caps.

On the InputAccel ScanPlus screen, click "No" > Import Files

Locate your bill to upload, once it's in the system, click "Finish Batch"

Go to Identification Social Services. Sometimes it takes awhile for the bill you uploaded in the previous step to be ready - just give it about five minutes.

Make sure you're still under MountrailSocServ at the top - then double click on the bill, or click once and then "Get Work" at the bottom of the screen

Sometimes the template will recognize the bill and bring itself up, but most of the time it will not. When it does not, click on _FREEFORM_INVOICE_US. If there is more than one page, only the first page should be freeform invoice - the others should be _ATTACHMENT.

The bottom right corner should be filled in with the company name and the invoice number which is usually found near the top of the invoice. If there is no invoice number, that can be left blank.

When finished, push the "enter" key three times.

Go to Completion Social Services

Same first step as Step Seven.

Make sure all information in the right window is correct.

• Vendor Name

• Invoice Date

• Invoice Total

• Nothing needs to go in "Invoice Notes"

When everything is ready, press the "enter" key three times

This step takes the longest to load. Be patient. :)

Go to AP Workflow

In the left window, there is a list of inboxes. The bill you just uploaded will be in MOUNTRAIL SOC SERV. Click on that inbox.

You'll see your bill with a check box blank, click so it's blue with a check mark, then double click on the check mark in the green ribbon above

Your bill has moved to "Inbox" - it should say "Needs Coding" in the Activity Display column. Click on this bill.

It will ask you to "sign in"

Under "Add New Row", in the first box, you'll type the code you put on the upper left corner of your bill from earlier. A menu will drop down when you type the code - you HAVE to select their version of your code. It will be the same number, but they have more information in their version. If you don't select their version, it will not work.

In the description, write briefly what it was for. In this example, I wrote "ZONE VEHICLE MAINTENANCE"

The Project box can be left empty

The amount of the bill is added last, then click "save"

When the bottom right corner says "$0.00 remaining" that means all funds have been accounted for and you can click the BLUE box that says "Save Changes And Notify Approver"