If you are working with MDF to support your partners, you can manage approvals and claims for reimbursement of expenses through Transactions.
Each transaction will progress through a workflow that starts with a pre-approval or claim and ends either with approval or rejection.
Before You Begin
Transactions are only present if Pre-approvals and Claims are an option for your account.
Ensure that users that will be managing transactions in Unifyr One Admin have the correct permission assigned - Partner Management > MDF Orders and Transactions. for information about assigning permissions, see Managing Permissions for User Roles in Unifyr One Admin.
Training
Learn more with our training courses:
You will be prompted to log into your CustomerONE account to access the links.
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