Workflow Preset Management

How to create workflow presets? How to edit or delete presets?

In the Admin > Workflow presets view, you can create workflow presets to streamline invoice processing. These presets allow for quicker invoice handling by enabling you to select a previously created preset, without the need to separately select reviewers and approvers.

If needed, the selected preset for an invoice can be adjusted during the invoice handling process.

Step-by-Step Guide: Creating and Editing Workflow Presets

1. To add a new workflow preset, click Add new workflow preset (+) on the left.
   1. An empty workflow will appear on the right.
2. Add a name for the workflow to the Workflow name field.
3. Add reviewers/approvers to the workflow by clicking the (+) button in the workflow.
4. By untapping All companies, you can select separately the associated companies where the workflow can be utilized.
   1. Multiple companies can be assigned to the same preset.
   2. When no limitation is set, the workflow preset is visible to all companies.
   3. Note! Associated companies will limit the available reviewers and approvers for the specific workflow.
5. If you want to set associated vendors or invoice types, you can set those in Admin > Vendors and in Admin > Companies > Invoice types.
6. Later, if you want to edit a preset, select the correct preset from the list on the left and make the changes.

Deleting a Preset

Deleting a preset is easy:

1. Select the correct preset from the list on the left.
2. Click Delete next to the workflow name.
3. Note: The system will not ask for a confirmation. The preset will be deleted right after clicking Delete.