Approval workflow setup

Approval page editing permissions
Overview: Configure what approver can edit on the approval page. By default, Approval page is in a read-only format. However, you can give a permissi...
Tue, 17 Oct, 2023 at 7:44 PM
How to use Workflow pop up in Ocerra
Invoice workflow pop up provides detailed information about how your document was approved in Ocerra.  Please follow this step to open a workflow pop up...
Wed, 25 Oct, 2023 at 5:37 PM
How to add decline status to the workflow
Note: this example setup applies to a standard, non-customised workflow including assign employee workflow.  Part 1: Navigate to the Workflow page ...
Wed, 25 Oct, 2023 at 5:42 PM
How to set up an approval limit in the workflow builder
Overview Set up a limit for a person on a transition in the approval workflow builder. To learn about workflow transitions and other approval compone...
Wed, 25 Oct, 2023 at 5:44 PM
How to set up an approval limit for a person
Overview Set up an approval limit for each approver based on your organisation's processes. Based on this limit, an approver can or cannot be assigne...
Wed, 25 Oct, 2023 at 5:49 PM
How to use Workflow Conditions
Overview Workflow Conditions are designed to add mandatory attributes such as tax accounts or sub accounts on specified transitions. For example, ...
Wed, 25 Oct, 2023 at 6:24 PM
How to select a different workflow on the invoice
Overview Understand how to change a workflow on the invoice Ocerra offers the flexibility to change workflows for invoice approval to match your pref...
Wed, 25 Oct, 2023 at 6:00 PM
How to enable auto-approval for purchase order invoices
Ocerra offers auto-code features, where it allows the system to automatically move invoices from one status to another. And we recently release a new additi...
Wed, 25 Oct, 2023 at 6:35 PM
How to Change the Approver on an Invoice in Ocerra
Overview When an approver is unavailable, it's essential to keep your invoice approval process moving smoothly. Ocerra allows you to change the app...
Tue, 13 Feb, 2024 at 10:09 AM