› Using Office › Invoice approval: Overview › Manually starting a workflow

Manually starting a workflow

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, Waiting for user assignment or Document pending approval, and click Start. The document view appears, so you can inspect the document, add comments or perform other actions.
  2. Click Assign User/Start Workflow and use the dialog that appears to 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).