Folio - Draft Bills Status and Info

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• Folio - Bills - Draft Status

  Please see this document for general information regarding Draft Bills/Invoices in Folio.

• Folio - Reset Bill to "Needs Review" Status

  This help doc is for Folio Bills users that need to set an invoice that is in process back to "Needs Review" status. Important to note that this process will not work on invoices that have already been "Transmitted" to Workday. Process: To "reset" an ...

• Folio - Bills Menu - Invoice Statuses Details / Info

  Click here to see the article on the Folio help page.

• Folio - Procure to Pay (P2P) Process Summary

  This is a general overview of the procure to pay process in Folio for properties that have transitioned to Folio for full procurement and invoice processing for Operational expenses. It is important to understand the 3 key components of the Procure ...

• Folio - Understanding and Managing Suppliers - Vendors

  To make purchases and process invoices in Folio, the supplier must be set up in Workday. Types of Suppliers in Folio: Catalog Suppliers: Provide goods and are accessible through the "Catalog" menu. These suppliers are set up with integrations or ...