This article is part of Workflows training. Click here for more information on Workflows.
My Workflows is the central hub for all of your pending, and future, workflow approvals. The contents of this page will be unique to each User that is part of a workflow hierarchy and will only display the transactions that fall within the User's jurisdiction for workflow approvals.
Workflow Admin Users can view and track the progress of approvals through the All Workflows tab to ensure that Invoices, Journal Entries, and Payment Runs are approved swiftly.
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Accessing My Workflows
To open My Workflows, hover over your username in the top ribbon and select My Workflows, as shown below:
The page contains two tabs: My List and Upcoming. My List will contain all of your current workflows, while Upcoming provides a preview of workflows that will eventually appear in My List. Both tabs contain the same fields.
Note: Users with the following Permission will be able to access the Upcoming tab:
- Administration → Workflows→ Access Upcoming Tab
Available Fields
The My Workflows window is comprised of two sections: the Snapshot Summary (A) and the Document Previewer (B). The Snapshot Summary (A) provides the details of the transaction and the last workflow action to make quick decisions to approve, deny, or drill down into the entry. The Document Previewer (B) is where a User can review documents alongside the workflow queue.
Note: The Rows Per Page feature is temporarily unavailable.
The workflow queue, which is a part of the Snapshot Summary, includes the following controls and columns:
Field | Description |
Controls | |
My List | Your current workflows. |
Upcoming | Users with the Access Upcoming Tab permission can use this tab to view future workflows. |
All Workflows | Workflow Admin Users use this tab to monitor all workflows. |
Approve | Approve all selected workflows. |
Filter | Open the Filter Columns dialog box. |
Columns | |
Select / Expand | Depending on the selected tab, the first column includes either checkboxes or expand icons. Use the checkboxes to select items for mass approval or use the expand icon to view more details at a glance. |
Status | View the status of the transaction workflow. Statuses include:
|
Inactivity Alert | If a workflow has not been approved or denied for two or more days, an alert icon appears in this column. The alert is not affected by a Researching or Work Needed status. |
Number | Number assigned to the transaction. Select the link to view or edit the transaction in a pop-up window. |
Vendor | Vendor on the transaction. |
Amount | Total amount on the transaction. |
Location | Location assigned to the transaction. |
Date | Date on the transaction. |
Comment | Any comments entered on the transaction appear in this column. |
Issue | Displays any issues on the attachment. |
Type | Transaction type. Current supported formats include:
|
Att | Att is short for Attachment. If any files were uploaded to the transaction, select the link in this column to view the file. |
Current Approver | The current approver in the workflow hierarchy. When on the My List tab, this value contains either your username, if you are the only approver, or the name of your Workflow Group. |
Prior Approver | Username of the user(s) who most recently took action on the transaction. Users who are a part of a Workflow Group are listed individually. |
Prior Action | The most recent action taken by the Prior Approver. |
Prior Action On | Date when the Prior Action occurred. |
Created By | Username of the user who created the transaction. |
Using My Workflows
There are several useful actions that you can take on the My Workflows page to more quickly process approvals.
Filter Workflows
- Select the Filter icon.
The Filter Columns dialog box appears. - Select Add Filter to create a new filter.
- From the Column drop-down menu, select the column that the filter will search.
- From the Filter drop-down menu, select the method by which the filter will search the column.
Options include: Contains, Does Not Contain, Equals, Does Not Equal, and Starts With. - From the Value field, enter the letters and/or numbers to include or exclude from filtered results.
- Create additional filters until all necessary filters have been added.
- Select Apply to refresh the screen with the new filters applied.
Expand Quick Details
- Select the expand arrow to the left of the checkbox to view the transaction details at a glance.
Note: For Payment Runs, Quick Details displays a list of included vendors, the total amount for each vendor, and the quantity of invoices selected for payment for each vendor.
Review / Modify Transaction Details
- Double-click the value in the Number column.
The transaction opens in a new tab. - Edit the transaction as needed.
- Save the transaction to update My Workflows.
Approve or Deny Individual Transactions
Transactions can be individually approved by:
- Select the transaction row.
The Document Previewer sidesheet opens. - In the Document Previewer sidesheet, select Approve or Deny.
Click here for more information on Approving Workflows.
Approve Multiple Transactions
- Approve several transactions at once by using the multi-select checkboxes and selecting Approve.
Click here for more information on Approving Workflows.
Review All Workflows
Navigating to the All Workflows tab enables a Workflow Admin User to understand/control rerouting and track progress of approvals at their location.