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.