MineralTree Training Sessions

All training sessions are hosted by experts from MineralTree Customer Success and Implementation teams and are followed by a live Q&A session.

MineralTree 101 Training

Whether you’re brand new to MineralTree or a long-time user looking to brush up your knowledge, this session is perfect for anyone in your accounting department who uses MineralTree on a regular basis. In MineralTree 101, you’ll learn about:

• Workflow/User Roles

• Invoice Capture

• Invoice Review

• Invoice Approval

• Posting & Submitting Payments

• Payment Authorization

• Payment Methods

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You’ll walk away from each training with new insights on how to further improve your use of MineralTree.

MineralTree 201 Advanced Training

MineralTree 201 Advanced Training will help you increase your efficient use of MineralTree. This training offers a deeper dive into the platform capabilities, including:

• Dashboards

• Invoice Details

• Copy Coding

• Allocation Templates

• Payment Scheduler

• Advanced Search

• Reports

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Optimizing MineralTree for NetSuite users

This training session is designed specifically for NetSuite users. During this session, we’ll cover a few of the easiest ways you can optimize your use of MineralTree with NetSuite for maximum efficiency. Topics will include:

Proper settings and configuration for MineralTree’s integrations with NetSuite
Common sync errors and how to manage them
The benefits, value, and proper configuration for PO Match
Best practices using Credits
Custom fields available to NetSuite users
Info about tax codes
And more!

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Optimizing MineralTree for Sage Intacct users

This training session is designed specifically for Sage Intacct users. During this session, we’ll cover a few of the easiest ways you can optimize your use of MineralTree with Sage Intacct for maximum efficiency. Topics will include:

Best practices for integrating MineralTree with Sage Intacct
Understanding sync notifications
Credit creation tips and tricks
Vendor settings
And more!

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Make sure you’re leveraging all the benefits of MineralTree’s AP automation

Maximize productivity, minimize resources

Do more with less by driving efficiency within your AP team without adding headcount.

Control your cash flow

Gain better visibility and control over your cash flow while maintaining positive vendor relationships.

Scalability for growing businesses

MineralTree is cloud-native software that adapts and scales alongside your business.

Data showed that we had reduced our overall time commitment related to AP, on average, by 70% from our previous processes…our investment in MineralTree quite frankly paid for itself within the first 60 days of use.
Chris Artley
CFO, Ladera Winery

MineralTree is here to help you achieve your AP Automation goals. If you have any questions in advance of the training session, please contact our team at [email protected].