Phil Williams

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Activity overview

Latest activity by Phil Williams
  • Phil Williams created an article,

    Email from The Bloom Marketplace not being received

    If you find that emails sent from the Bloom Marketplace are not being received then there is a possibility they are being blocked by a spam or junk mail filter. The simplest way to avoid this happe...

  • Phil Williams created an article,

    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...

  • Phil Williams created an article,

    Supplier - Resubmitting a Payment Request

    Permissions Required! This section does require specific permissions, which are detailed here: User Roles and Permissions Should a Client dispute a payment request, you have the ability to resubm...

  • Phil Williams created an article,

    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...

  • Phil Williams created an article,

    Suppliers - Create a New Payment Request

    Permissions Required! This section does require specific permissions, which are detailed here: User Roles and Permissions Suppliers can create a new invoice for payment at any time through the Ma...

  • Phil Williams created an article,

    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 ...

  • Phil Williams created an article,

    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 Bloom Marketplace....

  • Phil Williams created an article,

    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...

  • Phil Williams created an article,

    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...

  • Phil Williams created an article,

    Viewing Your Projects

    Permissions Required! This section does require specific permissions, which are detailed here: User Roles and Permissions Projects are an important part of the relationship between your organisat...