Workflows

Workflows Overview & Security
The Workflows feature in R365 allows your organization to establish a chain of approvals for specific transaction types (AP Invoices or Journal Entries) and amounts.  Workflows can be established for each Location or Location Reporting Categ...
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Workflows Example Flowchart
This article is part of Workflows training. Click here for more information on Workflows. Example Workflow Rule-set Example AP Invoice - Created by 'R365 User' Process Flowchart (click to expand) Note: An ...
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Workflows Setup
This article is part of Workflows training.  Click here for more information on Workflows Workflow Setup is the Workflow Administration page that is restricted to Users with 'Full Access' or the 'User Setup' Security ...
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My Workflows
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 th...
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Approving Workflows
This article is part of Workflows training. Click here for more information on Workflows. AP Invoices and Journal Entries that meet certain criteria must be Approved in an Approval Hierarchy when Workflows have been enabled.  This articl...
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