Workflows determine the flow of the transaction. In other words, what is needed to move the Transaction to the next step, who can do it, and how. For example, in Workflows, we can set up that after the Invoice is received, it automatically goes to validation Status, or that approver can approve the invoice and send it to the next step, and so on.
How to create new workflow
There are three different ways how to create new Workflow.
Go to Workflows tab, click on “New” and start creating new Workflow from scratch.
Go to Workflows tab, “Duplicate” existing Workflow and then edit it.
3. Workflow designer
Learn more about Workflow designer in our next articles.
Continue to our Workflows 2 article where we will continue with the general settings.