The workflow/workflow functionality can be purchased as an addition to an SLA subscription. For more information about the prices, please contact the sales department.

What is possible?

Actually, it is better to ask what is not possible. The workflow can be tailored to the processes that exist. On the other hand, the workflow can also improve or supplement the existing processes. The workflow can be applied to the various incoming templates:

• Purchase invoices;
• (concept) sales invoices;
• expense declarations;
• Conversion tasks;
• Trusted senders.

At theConversion tasksA generic workflow is already applicable. This will take care of the disapproval e-mails that are sent if the processing fails.

The operation of workflow

We will take the purchase invoices as an example. At thePurchase invoicesThe workflow can be started automatically upon entry, or manually from the mailbox. At the start, automatic validations can already be performed such as, is there an order number present? Or, does the order number start with a 6? For example, there are many validations to consider on all possible fields in the UBL.
After the start and based on the validation, the invoice can be automatically assigned to another user user/group/role. This is done by assigning a task to the person or persons.

An e-mail can also be automatically sent to a contact e-mail address included in the invoice, such as that of the supplier, or to a department/person.

Task, what does it do / what can it do?

A task can beSeveral peoplelying down. These can be treated in two different ways. Either all persons must take an action, or one of the persons. What actions these are can be arranged in the workflow. Below is an example of approval and disapproval.

In addition to taking action yourself, the task can also be delegated. Delegation can be approached through the three points behind the task.

This can go to a colleague in the same environment, but also to other people from other environments when there is aPartnershipis with the other.

By default, the outstanding tasks are visible. Of course, through theFiltersAlso to find the tasks done.

Through an administrative role that is specially assigned, the workflow can also be influenced. For example, by restarting tasks, assigning them to other parties or other steps in the workflow. And all the steps set in the workflow are logged and are transparent:

The workflow has many functionalities. For more information about this you canContacting us. We also like to think along with perhaps missing functionality. Perhaps it will be a new addition or there is a second way to use with the existing functionality.