Approval workflows & expense policy — found from sitemap — Candis

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Facts read from this source

• Workflow definition Report an error

  “A workflow is a predefined sequence of approval steps. When a document is sent into a workflow, it goes through the defined steps in the specified order.”

• Approver types Report an error

  “A single person: This user is solely responsible for the approval in this step.”

• Dynamic approver field Report an error

  “A dynamic field: Candis determines the approver at runtime based on the value of an invoice field.”

• Mandatory fields per step Report an error

  “individual steps can have mandatory fields assigned to them, for example cost center, cost object, general ledger account, additional cost level, or tax code (available from Plus). When not all mandatory fields of your step are filled in, the step cannot be approved.”

• Tax code field plus plan Report an error

  “or tax code (available from Plus)”

• Step conditions Report an error

  “Conditions determine whether an approval step is triggered. Conditions are defined directly on the approval step in the workflow editor.”

• Amount threshold conditions Report an error

  “A common condition is an amount threshold, for example "Total > €1,000" or "Total > €10,000".”

• Condition absolute values Report an error

  “Amount thresholds are treated as absolute values. The condition "Total > 1,000" applies both to invoices over €1,000 and to credit notes under –€1,000.”

• Workflow preview Report an error

  “Before you apply a workflow to an invoice, you can view the workflow in a read-only preview.”

• Workflow preview roles Report an error

  “The workflow preview is available to admins, accountants, and requesters.”

• Workflow application Report an error

  “The invoice is routed to the approvers in the defined order. Conditions are evaluated automatically. Steps whose condition does not apply are skipped.”

• Workflow edit no retroactive Report an error

  “Changes to a workflow apply only to invoices sent into the workflow after the change. Approvals in progress are not updated retroactively.”

• Workflow settings location Report an error

  “Open Settings and go to Workflows”

Scores citing this record

• The Controller Approval workflows & expense policy
• The Finance Lead Approval workflows & expense policy
• The Office Manager Approval workflows & expense policy
• The Skeptic Approval workflows & expense policy
• The Tax Adviser Approval workflows & expense policy
• The Travelling Employee Approval workflows & expense policy