Release Update: March 6, 2019 - New Feature: Workflows

What’s included in this release:


Accounting

  • New Feature Workflows
    • Multi-level, user-defined approval process for AP Invoices and Journal Entries to go through 1-10 levels of Approvers before posting to the General Ledger.


Workflows Feature Highlights

  • 2 New Pages!
    • Workflows Setup Page:
      • AP Invoice Workflows are set up based on the Location, Location Reporting Category, Vendor and Amount.
      • Journal Entry Workflows are set up based on the Created By User and Amount
      • Workflows can be set up through an import or directly through the web-page
    • My Workflows Page:
      • A tab where Approvers can view/approve transactions currently pending their approval
      • A tab where Approvers can view/approve transactions currently pending approval of a user before them in a Workflow
  • Updates to the AP Invoice and Journal Entry Pages:
    • Workflows History Tab - Tracks and displays workflow approval or denial actions with the user, date and reason (if applicable)
    • Workflows Status - Options are: Approved, Pending Approval, Researching, and Work Needed
    • Approvers can add notes, tasks, or send emails or texts to communicate about workflow transactions
    • Alert me when approved - Users can choose to be alerted with an email when a transaction has reached final approval
  • Daily email sent to approvers regarding their transactions

Visit our Support Center to learn more about all the features included in the Workflows feature

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