1. To upload a supplier invoice in Workflow, simply select the ‘Create New’ button and select what sort of document you are creating
2. Select the division and then browse your computer to find the seleted file.
3. Find the uploaded file from the main menu and click on it.
4. Fill out the required fields. If you enter Purchase Order details, some fields will auto-populate based on the detail in the Purchase Order. Required fields are marked with an
5. When all required fields are populated, the drop down menu under ‘Approver Actions’ will appear with actions available.
6. Select ‘Send for Approval’. The following approval message will appear
7. You need to select an approver from the available approvers by clicking on ‘Display Available approvers’.
8. Once you have selected an approver, add any detailed notes in the approval email and select ‘Send’