Work the pools until nothing is stuck
For the whole-system operator — you run the books. Level 2 — operate.
By the end you can open any of GadgetSphere’s three pools, say why every row is there, fix or move the ones that can move, name the ones that will never leave on their own, and tell from your inbox and one weekly round what BigLedger has already done for you.
Before this series: Run the month-end e-invoice cycle
Presentations
- Which pool a document lands in — about 10 minutes, narrated
- Read a pool row before you touch it — about 11 minutes, narrated
- Clear the Individual Pool — about 12 minutes, narrated
- Work the Batch Pool without stranding a receipt — about 12 minutes, narrated
- The pool everyone forgets — about 9 minutes, narrated
- What runs for you, and how you know — about 11 minutes, narrated
Modules this series draws on
Reference pages this series draws on
Every screen a presentation mentions is documented on one of these pages; the series does not re-document it.
- My E-Invoice Admin Applet
- Storefront E-Invoice Request
- Organization
- The Month-End E-Invoice Cycle (1st to 7th)
- E-Invoice Pools & Submission Routing
- E-Invoice Validation Rules & Troubleshooting
- Pools and queues
All presentations · Presentations for the whole-system operator