Invoice workflows
Create workflows to route your invoice documents according to your company‘s internal processes.
By Yokoy1 author8 articles
Creating invoice workflowsWith the Workflow Designer, you can build specific workflows for invoices tailored to your organization’s needs.
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.
Provisional posting (invoices)You can use the provisional posting status node to send invoice data to a third-party system before the invoice is fully approved.