If you intend to send invoices to the same workflow option each time, pre-setting this will automate this process, meaning you will only have to select the workflow on this one occasion.
This scenario assumes that you have workflows already configured. If you do not have any workflows pre-configured. Please see Adding a new workflow for more information.
In the 'Unprocessed' tray, click the invoice to open it.
The Invoice summary page appears.
In the bottom-right corner, click 'Edit'.
The invoice editing page appears.
Click 'Map supplier defaults' under the 'Supplier' drop-down list.
If you do not see the 'Map supplier defaults' option, you need to first select a supplier from the drop-down list.
The 'Default mappings' options box opens.
Under 'Workflow', select where to send invoices to from the drop-down list of available options.
A blue box appears with the message 'Defaults saved successfully. The system will now update all unprocessed transactions to these values for Supplier Name'.
A green box appears with the message 'Update completed successfully. X transactions updated'.
Click 'OK' to close the 'Default mappings' options box and apply the changes.
All future invoices from the supplier will now automatically be submitted to the mapped workflow for approval.