Note: this example setup applies to a standard, non-customised workflow including assign employee workflow. 


Part 1:


  • Navigate to the Workflow page in Ocerra
  • Select and open the workflow you would like to add the decline status to
  • Click Add Item and select Decline Type State and name it - Declined



Part 2:


  • Click Transitions
  • Add Item and name the step: Decline
  • Select from Submitted to Declined
  • Add new Item and name the step: Undecline
  • Select from Declined to Received


Ensure you have the right people to Decline and Undecline an invoice. Usually, an Accountant will Submit for Approval, and Employee would have an option to either Decline or Approve it. 


If Declined, an Accountant can Undelcine and then Submit an invoice for approval again. 

Learn more about system roles here.



Adding Decline status to the Assign Employee workflow


The transitions on the Assign Employee workflow would look a bit different. Here's how it needs to be set up: