Workflow

An approval workflow is an APSmart feature that routes a document to one or more people for their approval or rejection. The workflow automates, streamliness and standardizes the whole process

Approvers

An 'approver' is defined as the user who is responsible for handling invoices that have specifically been assigned to someone

Catch-All Approvers

'Catch-all' approver, who is responsible for handling invoices that have not been specifically assigned to anyone

Whats is a Sub-Step 1 and Sub-Step2?

The 'first step' approvers serve as the initial reviewers, while the 'second step' approvers, typically managers, provide the final approval

Workflows

Workflows in APSmart is a features which enables documents to be routed to an specific set of users/roles. Such is defined in order to automate, streamline, and standardize the whole process

In APSmart, the workflows are sub-divided into NonPO and PO workflows, within such it can be configured so that sub-steps are added in order to include your organizations approval matrix

How can i add another Workflow? You can add by XXX - Ask Steve!

Can i edit an existing Workflow? Of course! Yes you can, as long as your user/role has been enabled for such. Such modification is really delicate so prior to doing it, place make sure you already have the expected workflow. Go to the workflow you want (either 1 or 2), Click on the Step (either PO or NonPO), Cick on the Sub-Step & make the modifications to the users/roles

Can i delete an existing Workflow? No you cannot. Ask this to Steve!