Workflow rules

Disclaimer

All screenshots in the article were taken in the Dutch version of Nmbrs Accounting.

The Workflow rules feature is only available when a user with the 'Management' role has chosen the Medium, Large or Unlimited bundle via the Store in the domain.

Workflow rules allow you to automatically assign a task to a specific user within the domain after a document has been processed. This is done based on the information in the document (such as supplier, amount, or category).

This is particularly useful for:

• Bringing a document directly to the attention of a specific colleague.
• Automatically submitting invoices for approval prior to payment.

For a detailed description, see article Create workflow rule.

Permissions and roles

Only a user with the 'Back office' role in the domain or the 'Management', 'Financial administration' or 'External accountant' role can view the workflow rules and also create them.

Access to Workflow rules

To access:

• click on the Archive icon in the navigation bar
• then click on Workflow rules. 

Workflow rules overview

Here is an overview of all active and created workflow rules in the domain.

The workfflow rules can be filtered by purchase invoices or expense claims.