Workflows

Workflows allow you to control how documents flow through the Invoice Automation system, and allow you to connect the right people/departments to issues to resolve issues in a timely & efficient manner.

At a Glance

• User Groups: User Groups let you make logical connections between groups of users & allow these teams to resolve issues effectively.
• Assignees: Assingees can be set up for any Validation Error in Invoice Automation, allowing users to be quickly notified when an issue arises.
• Approvals: Approvals enable tight quality control on the documents flowing through Invoice Automation requiring users or User Groups to authorise documents before they can be exported to the connected ERP solution.
• Todo List View: The Todo list View shows a tailored view of outstanding Assigned Validation Errors & Approvals requiring attention of the user.