› AP Essentials Office › Invoice approval: Overview › Start a workflow manually

Start a workflow manually

If you do not have rules that automatically start approval workflows, or if an invoice does not trigger any rules, you must start the workflow manually.

To start a workflow.

  1. Select a document with the status of Waiting for user assignment or Document pending approval and select Start.
    The document view appears, so you can inspect the document, add comments, or perform other actions.
  2. Select Start.
  3. Select Assign User or Start Workflow.
    A dialog appears where you can assign a user to the workflow.
    You can also send invoices to a workflow during verification from the context menu of the OK button (requires the Start workflow from Verification privilege).