What is a workflow?
Standard processes can be created through a workflow to send invoices in the future in an already predefined approval flow.
Workflow Editor and
click on the "New Workflow" button.
What to do?
Give your workflow a meaningful name e.g. 'Marketing Workflow' and choose the description based on the people involved and their budget limits (e.g. Thomas > René (€500) > Lars (€1000)).
Select one or more people for each approval step (if there is more than one approver per step, it is first-come, first-served - so only the approval of one of the selected people is needed to let the invoice proceed to the next step).
You can add any number of steps to start approval across multiple responsibilities.
Approval according to certain conditions
If there are conditions that determine which approval processes the invoices should go through, these conditions can be assigned to each approval step.
Let's act this out with an example:
All invoices that come from Amazon are approved by a specific employee in the first approval step, then by the respective supervisor, and if the amount exceeds €500, the managing director must also approve the invoice.
Approval by employee
Supervisor of the approver in the first release step
by the managing director, but only if: Amount > or = €500 (condition via the menu of the respective approval step)
select the approvers in the respective approval steps,
subsequently, make a restriction with the condition:
"Max Mustermann is to approve, but only IF the condition.... is fulfilled."
Start approval process with a workflow
Select a workflow from the list by clicking the button instead of manually creating the different approval stages.
The invoice will now be sent in the order you created to the approvers defined in the workflow - if you have created amount limits, these will be taken into account.