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Workflows in Yokoy

Hier erfährst Du, wie Du in Yokoy benutzerdefinierte Workflows einrichten kannst, um die Genehmigung von Spesen und Rechnungen zu beschleunigen und die Nachverfolgung zu vereinfachen.

Erste Schritte mit dem Workflow DesignerErstelle benutzerdefinierte Workflows, die auf die Verarbeitungsregeln Deines Unternehmens zugeschnitten sind.
Deleting a workflowRemove unpublished workflows so they can‘t be used for processing invoices and expenses.
Activating a workflowBefore you can use a workflow in your company, you need to activate it.
Workflow templatesNo need to start from scratch when you can use one of these templates for your invoice and expense workflows
Erstellung von Rechnungs-WorkflowsMit dem Workflow Designer werden spezifische Workflows für Rechnungen erstellt, die auf Deine Organisations-Bedürfnisse zugeschnitten sind.
Invoice nodesUse these Workflow Designer nodes to customize the invoice business logic for your organization.
Set up a cost object workflow for invoicesBuild a custom workflow to approve invoices based on their cost objects.
Set up a default supplier approval workflowBuild a custom workflow to automatically approve invoices for specific suppliers.
Set up a tag approval workflow for invoicesBuild a workflow for your invoices where approvers are determined by tags.
Set up an approval group for invoicesBuild a workflow where you approve invoices using a group of users that are determined by a specific property in their user profile.
Set up a line manager approval flow for invoicesBuild a workflow for your invoices where the submitter's line manager approves any spending.
Erstellung von Spesen-WorkflowsMit dem Workflow Designer kannst Du spezifische Workflows für Spesen erstellen, die auf die Bedürfnisse Deiner Organisation zugeschnitten
Expense nodesUse these Workflow Designer nodes to customize the expense business logic for your organization.
Set up a cost object workflow for expensesBuild a custom workflow to approve expenses based on their cost objects.
Set up a tag approval workflow for expensesBuild a workflow for your expenses where approvers are determined by tags.
Set up an approval group for expensesBuild a workflow where you approve expenses using a group of users that are determined by a specific property in their user profile.
Set up a line manager approval workflow for expensesBuild a workflow for your expenses where the submitter's line manager approves any spending.
Anpassen der Spesen-Workflows, um der Finanzabteilung das Bearbeiten von Reisen und das Hinzufügen von Spesen zu ermöglichen.Um Deinem Finanzteam zu ermöglichen, Reisen selbst zu bearbeiten, ohne sie an die Einreicher zurücksenden zu müssen, musst Du Deinen Workflow anpassen.