Managing Vendor-Specific Approval Settings

How can you set a default workflow for a vendor? How can you limit which reviewers and approvers will only be available for a vendor when the workflow is created for an invoice?

There are two different ways to make vendor-specific configurations in the approval workflow:

1. Defining a default workflow for a vendor.
   1. This workflow will automatically be used, when an invoice is received from that vendor.
2. Selecting which specific reviewers and approvers are only available when configuring a workflow for that particular vendor's invoice.

Configuration

To configurate vendor-specific approval settings, follow these instructions.

1. Navigate to Admin > Vendors.
2. If you have multiple companies in Dooap, select the correct one from the menu in the upper left corner.
3. Search the vendor by typing its name or by scrolling down the list of vendors.
   1. If you can't find the vendor from the list, check this article.
4. When you have the correct vendor selected, scroll down to the bottom the settings.
5. Select either a default workflow preset or define the reviewers and approvers that will only be available when a workflow is configurated separately for this vendor's invoices.
   1. Default workflow preset: Select the preset from the dropdown menu.
      1. The selected default workflow preset will automatically be assigned upon import if the vendor is present in the invoice's XML data, or once the vendor is selected in the header data. 
   2. Reviewers and approvers: Select which specific reviewers and approvers are only available when configuring a workflow for that particular vendor's invoice.
      1. To select users, simply click the user.
      2. To select multiple users, hold down CTRL key and select the users.
   3. Only one of these areas (workflow or reviewers & approvers) need to be configured. After making a selection in one section, the other section will become unavailable for edits.