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.