Liam Burgess
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Articles
Recent activity by Liam Burgess-
Projects: Clients - Editing projects
Permissions Required! This section does require specific permissions, which are detailed here: User Roles and Permissions The ability to edit a project is restricted to Clients and Bloom users on...
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My Org. - Overview: Making Changes to Business Information
Permissions Required! This section does require specific permissions, which are detailed here: User Roles and Permissions The overview section allows you to view and manage various areas of your ...
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Accessing the Elevate platform for the first time
If you have been granted access to the Elevate platform, you will have received a temporary password with an invitation to login. This invitation will expire after 2 hours, so it is important that ...
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Clients - Approve or Dispute Payment Requests
Permissions Required! This section does require specific permissions, which are detailed here: User Roles and Permissions Once a supplier has issued a payment request, the Client will be notified...
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Projects: Line Item Detail
Permissions Required! This section does require specific permissions, which are detailed here: User Roles and Permissions The Line item detail screen will give you full information regarding the ...
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What to do if you forget your the Elevate platform password
Your Elevate account You will only be able to login to the Elevate platform after your account has been created by either the team at Bloom or your organisation. If you have forgotten your passwo...
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Clients - Raising a Credit Request
Once a payment request has been approved, this will generate a sales invoice (SIN) to be paid by the Client to Bloom. There may be occasions where a Client needs to raise a credit request against t...
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Projects: Requests and Request History
Permissions Required! This section does require specific permissions, which are detailed here: User Roles and Permissions Project requests are actions that show approval stages in the payment pro...
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My Organisation - Finance: Financial and VAT Controls
Permissions Required! This section does require specific permissions, which are detailed here: User Roles and Permissions The finance tab of the My Org. section will allow you to access various a...
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Invoice Management
Permissions Required! This section does require specific permissions, which are detailed here: User Roles and Permissions The invoice management section is a cornerstone of the Elevate platform. ...