Overview
- Understand how to change a workflow on the invoice
Ocerra offers the flexibility to change workflows for invoice approval to match your preferences. Whether you prefer a default workflow or your customised one, you can easily change it to align with your liking.
Follow these steps to check and change your workflow in the invoice:
1. Navigate to Invoices List and open an invoice that you need to update.
2. At the bottom of each invoice you will see a 'Workflow' option, and a 'More' drop-down menu.
- Click on 'Workflow,' and a pop-up will appear showing what workflow the invoice was set to follow:
3. Click the drop down button next to the workflow name, and
4. Select a workflow that you would like to change it to
Important: Once Workflow has been selected, click the Change button. The system will then ask
“Are you sure you want to change workflow schema from … to …”, click Ok and make sure to save the changes otherwise workflow won’t change.
Pop-up message will appear on the upper right side of the screen confirming changes done.
Reminders when changing workflows:
- Approval steps will change depending on how you set up your chosen workflow.
- An automatic comment will display in the column field: 'Workflow schema has changed.'
Read more about Approval setup intro & definitions.