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Workflows set up and management
Articles in Workflows set up and management
- Should I set up my workflow at the line or header level?
- Can I print/view a flow of approvals if required by the auditors?
- How do I get a summary email for all pending approvals rather than individual?
- Why are workflow exceptions appearing, and how can we resolve them?
- What should I do if a document was submitted without an assigned user in the required approval role?
- How can I set up a Two or Multi‑Person Authorisation Workflow?
- Can a workflow trigger if the invoice doesn't match the PO?
- How to find out who authorised a document?
- How to route document authorisation to a department manager using workflows?
- How do I cancel an authorisation on a document?
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