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Overview:

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  • AP Check retrieval
  • AP Invoice 
  • Job Drawing 
  • Purchase Orders

Benefits:

  • Provides a preset of fields on which the user can search for a given document type
  • Allows users to search for various document in OnBase Mobile and the Unity client

Roles:

  • Accounts Payable Manager
  • Accounts Payable Clerk
  • Project Manager
  • Purchasing Agent

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  • Unity Client> Home Tab> Custom Queries

Video:

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urlhttps://vimeo.com/manage/videos/330784730/197acf7879
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