Give order creators and AP operators access to the workflows they need the most.
We want to make sure your orders and invoices reach the right approvers without delay, and that’s why we’re giving you the ability to create workflows specifically for orders or invoices.
This way, AP operators and order creators will only see the workflows relevant to the transaction they’re processing, meaning no confusion over which workflow to select, no unnecessary clutter on the editing page, and a swift journey to full approval.
It’s simple to set up. Now, when you edit or create a workflow, you’ll have the option to select between All transaction types, Invoices/Credit notes only, or Orders only. Depending on the option you select, the workflow will only be available for that transaction type.
The new transaction type option in workflows:
- Gives you control over the workflows users see
- Clears unnecessary clutter from the transaction editing page
- Gets invoices and orders reach the right approvers
Go to Create a workflow to see how it’s done.