Workflow services

Workflow services provide functionality that simplifies and automates tasks within an accounts-payable process. Workflow services include functionality for:

When you enable the Workflow service:

  • The Assigned to me menu appears in the document list view. The Roles & Privileges settings determine whether users can see these views.
  • If the Workflow service is disabled, you cannot select target systems that require the Workflow service.
    Tip If you enable Workflow services with invoices already in the system, only invoices that have not yet been verified will be caught by Workflow services. Also, the Approval admin role is required to grant approval privileges to users.

After you enable the workflow service, you can add and edit workflow services.

There are three types of workflows: Coding & approval, Correction and Rejection.