If you are a Business Essentials user who is looking to enable additional productivity to their organization, empower your users to approve Invoices digitally. Whether you're remote or in the office, you can send invoices to up to users in serial, enabling them to take action by Approving or Rejecting an invoice. Once an Invoice is actioned, it is routed back to Accounting for manual entry into an Accounts Payable system for payment.
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In preparation, the following fields must be added to your Business Essentials Database.
Approval Status
- In Process
- Not Applicable
- Pending Level 1
- Pending Level 2
- Approved
- Rejected
- Complete
- On Hold
Create two lists named as outlined below containing the usernames/emails of anyone who will be approving documents.
Approver (First)
Approver (Second)
Field Creation
In preparation, the following fields must be added to your Business Essentials Database.
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| Vendor Invoices Awaiting Approval | ||
|---|---|---|
| Field | Operator | Prompt |
| Approval Status | Equals | {Pending Level 1} |
| Approval Status | Equals | {Pending Level 2} |
| Current Approver | Contains | {@USER} |
| Advanced Grouping: (1 or 2) and 3 | ||
GlobalAction Initator Search
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| GlobalAction - Invoice Approval | ||
|---|---|---|
| Field | Operator | Prompt |
| First Approver | Is not Empty | |
| Second Approver | Is not Empty | |
| Approval Status | Is Empty | |
| Approval Status | Equals | {New} |
| AP Record Type | Equals | {Vendor Invoice} |
| Advanced Grouping: (1 or 2) and (3 or 4) and 5 | ||
Installation
You can install the Vendor Invoice Approval Workflow right from the cloud.
- Log On to your GlobalCapture Instance
- Select Manage
- Select Migration
- Select GlobalAction at the top right
- Select Cloud
- Select the workflow <NAMEOFWORKFLOW>
Once installed