Tyler Larko
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Articles
Recent activity by Tyler Larko-
Sending Messages
Sending Messages to your Vendors Invoice Messages Navigate to the Open Invoice page From there, select an invoice or invoices and click the "Send message" button or by using the messag...
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Adding a Payment Method using APS
HOW TO: Select "Pay" to open the payment window. Select "Manage Payment Methods" from underneath the "Pay From" drop-down. From this window, you can add, modify, or delete new and exis...
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Adding a Payment Method Solupay Merchant
HOW TO: Select "Pay" to open the payment window. Select "Manage Payment Methods" from underneath the "Pay From" drop-down. From this window, you can add, modify, or delete new and exi...
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Supported Browsers
OVERVIEW Below is a list of all supported browsers. The Lockstep team develops and tests using Windows machines by default. Due to this, we cannot confirm any present issues with the below browsers...
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Invoice Installments - Self Service
Invoice Installments will display on Self Service with the updated due date and balance due for that installment: Click on the Installment icon to see the complete invoice installment plan, li...
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Self Service Functionality
Searching and Filtering Invoices Users can easily search for invoices or payments in Self Service Input the invoice or payment number in the search bar The search function is available on ...
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Self-Service Overview
Below are links to articles breaking down the various functionality of the Lockstep Portal: The quickest way to pay one or more invoices at a time: Paying Invoices How to save your ACH/Credit Car...
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Self Service Portal Blocked by Network Security
We've seen that the Lockstep Self Service Portal is occasionally restricted by end users network security measures. If the user wants to open the portal on that specific network they need to whitel...
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Sending Invoices in Excel Format
Featured in the 3.4.19.07260 release. Lockstep has the ability to send out invoices to customers as an excel file on the Self-Service Portal. When logged into the Self-Service Portal, you have ...
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Dispute an invoice
SETUP: As an Admin user, navigate to "Admin Master Files Activity" Add a new record in the upper-right-hand corner of the grid. Set the "Activity Base" as "Dispute" then set the description t...