Candis

Documents are ready for an approval process in your Inbox - what to do next?

How does the invoice approval process work?

In this article, you'll learn how to approve or reject an assigned invoice as an approver, what to do when mandatory fields are still empty, and how to track the…

I need to approve an invoice — what do I do?

With the mandatory field configuration, you define at which workflow step (or already in the inbox) specific invoice coding fields must be completed. This ensures that invoices can only be…

Mandatory field configuration for workflows

Dynamic fields for workflows

René Wasmuß

Marius Sprenger

Approval of Invoices

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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