AvidXchange End User Training & Support Links

Modified on Mon, 21 Apr at 11:13 AM

Website: AvidXchange Portal Website

  • If you are experiencing any login issues follow these steps:
    • First check that your username is correct
    • Click "Need help signing in?" > "Forgot Password?" - an email will be sent to you with a new temp PW.
    • Reach out to CJ Gilson or Courtney Conover for assistance

 

Email for Invoices:


Important note about Taxes:

  • Avid bill pay does not currently allocate taxes across all GL line items. This feature is expected to be released in Q4 2023
  • Please associate taxes to the GL codes used in the invoice and avoid using the taxes section under "Line Items" until further notice.


Recap of Training:

  • Portal log-in best practices
  • Managing your user profile
  • Overview of Indexing & Managing Exception Queues
  • How to review, code, approve and dispute invoices
  • How to search invoices
  • How to ad-hoc and reassign workflows
  • Where to send your portal related questions
  • AvidXchange Community - You will need to register to access the Support & Training community
  • Q&A


Link to Training Videos:


Resources:

 

 

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