Therefore - Invoice Management Solution
We have implemented and tested a new digital solution known as Therefore for our invoice and receipt processing. This system will allow us to streamline our purchasing process and make it more efficient and effective for everyone involved. This system does not replace our Purchase Ordering System (Xuno).
To make the transition to Therefore as seamless as possible, all invoices and receipts received for any purchase orders approved from May 8th, 2023, will need to be sent to adminhub@nbc.vic.edu.au for processing through the system. Once the system links the invoice with the Xuno Purchase Order, you will receive an email to digitally receipt the goods/services. This new process replaces the traditional method of printing the purchase order and invoice, signing the invoice and then sending it to the admin hub.
INSTRUCTIONS:
Staff will receive an email notification like below with a link when an invoice is waiting for them to receipt the goods or services.
These emails will be sent to your @nbc.vic.edu.au account
To make the transition to Therefore as seamless as possible, all invoices and receipts received for any purchase orders approved from May 8th, 2023, will need to be sent to adminhub@nbc.vic.edu.au for processing through the system. Once the system links the invoice with the Xuno Purchase Order, you will receive an email to digitally receipt the goods/services. This new process replaces the traditional method of printing the purchase order and invoice, signing the invoice and then sending it to the admin hub.
INSTRUCTIONS:
Staff will receive an email notification like below with a link when an invoice is waiting for them to receipt the goods or services.
These emails will be sent to your @nbc.vic.edu.au account
Upon clicking the link, you will be directed to a page that appears as shown below. Use your NBC username and password to proceed with the login process.
After a successful login, you will be presented with the screen below. To view your orders, click the Workflow Inbox button located at the bottom left corner of the screen.
Next, you will need to click either the Credit Card Processing or Invoice Processing workflows to access your orders which are ready for sign off. Credit card orders will be available in the Credit Card Processing workflow, while all other orders can be found in the Invoice Processing Workflow.
To review the invoice and purchase order, simply double-click on the order which will open a new window. If the invoice is ready for payment, you can click the Goods/Services Received button on the right-hand side of the screen. If you have another order, it will automatically load once you have clicked the button.
If you are having trouble reading the invoice, click the View tab on the ribbon and select Fit to Width.
To set the default zoom for all documents, go to File > Options and change the Default Zoom to Fit to width and select OK to save changes. All documents opened should now open at full width.
INSTRUCTIONS FOR INVOICES WITHOUT A PURCHASE ORDER:
If an invoice is assigned to you without a purchase order, you will receive a similar email from therefore@nbc.vic.edu.au.
Please login to Therefore and go to the No PO Invoice Processing workflow as shown below. Here you will be able to see any invoices that are assigned to you which do not have a purchase order created. Please review the invoice and get a purchase order created on Xuno as soon as possible to avoid payment delays.
To set the default zoom for all documents, go to File > Options and change the Default Zoom to Fit to width and select OK to save changes. All documents opened should now open at full width.
INSTRUCTIONS FOR INVOICES WITHOUT A PURCHASE ORDER:
If an invoice is assigned to you without a purchase order, you will receive a similar email from therefore@nbc.vic.edu.au.
Please login to Therefore and go to the No PO Invoice Processing workflow as shown below. Here you will be able to see any invoices that are assigned to you which do not have a purchase order created. Please review the invoice and get a purchase order created on Xuno as soon as possible to avoid payment delays.
When you have finished, please disconnect by closing all Therefore tabs/pages.
Should you require any assistance or have any questions, please do not hesitate to contact the admin hub. For login-related issues, please log a ticket on the NBC Helpdesk
Should you require any assistance or have any questions, please do not hesitate to contact the admin hub. For login-related issues, please log a ticket on the NBC Helpdesk