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Search Bar ....................................................................................................................................... 51
Spend Display .................................................................................................................................. 51
Budget Bookings ................................................................................................................................. 51
Tax Code Admin .......................................................................................................................................... 51
Tax Admin Dialogue Box ......................................................................................................................... 52
Adding a new tax code/country combination .................................................................................... 53
Editing a tax code/country combination ............................................................................................ 54
Changing a tax rate ............................................................................................................................. 54
Amending an existing rate before its change date ............................................................................. 54
Currency Admin .......................................................................................................................................... 54
Viewing an Exchange Rate ...................................................................................................................... 54
Changing an Exchange Rate: ................................................................................................................... 55
Category Buyer Assignment ........................................................................................................................ 55
Roles Maintenance ..................................................................................................................................... 56
User Role Matrix ......................................................................................................................................... 56
News Editor ................................................................................................................................................. 58
Add a New Article ................................................................................................................................... 58
Edit Article ............................................................................................................................................... 59
Email Broadcast........................................................................................................................................... 60
Supplier Note Admin ................................................................................................................................... 60
Supplier Notes Admin ............................................................................................................................. 60
Terms & Conditions Admin ..................................................................................................................... 61
Audit Log ..................................................................................................................................................... 62
Advanced Search Filters .......................................................................................................................... 62
Audit Log ................................................................................................................................................. 62
Form Editor ................................................................................................................................................. 63
Building and Maintaining Forms ............................................................................................................. 63
General Features of the Form Editor .................................................................................................. 64
Add New Form ................................................................................................................................ 64
Edit the Form .................................................................................................................................. 65
Editing Header-Level Fields ............................................................................................................. 65
Adding a New Custom Field ................................................................................................................ 66
Adding a new field to the form ....................................................................................................... 66
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