Yuki Workflow (approve task and/or invoices)

The Yuki Workflow feature consists of tasks, workflow rules and an extension to the Yuki Assistant app on your Smartphone  for approving tasks. Due to its general design, Yuki Workflow can be used, for example, for approving invoices, organizing orders or following up on simple work orders.

Setting up a workflow consists of the following steps:

• Create your own task types
  (see article Create task type)
• Determine which steps to take for each task type
• Use smart workflow rules to have tasks generated after processing an invoice
  (see article Create worklfow rule)
• Monitor your own or your team's open tasks
• Approve tasks and/or invoices.

TIP!

You can also use the Yuki Assistant app on your Smaprthone to approve invoices.

Yuki Workflow is only available when a user with the 'Management' role has selected the Medium, Large or Unlimited bundle viathe Yuki Store in the domain.

Yuki Workflow is integrated into the Calendar functionality.

Below is a description of the features of Yuki Workflow and an explanation of how to use this feature.

Approval of invoices

Yuki Workflow is integrated with the payment list (Yuki Payment service) so you can involve other employees in approving purchase invoices before they enter the payment list.

Employees see the invoices to be approved via the Yuki App on their smartphone or in their personal task list in Yuki.

For a detailed description of the invoice approval process, see article Set up 'release invoices for payment' workflow.

For a detailed description of the persons to manage the approval process, see article Manage 'release invoices for payment' workflow.  

Follow-up of work orders

In addition, it is possible to define workflow processes in 4 steps:

• Step 1: Define the assignment
• Step 2: Approve the job and transfer the job to the relevant person
• Step 3: The relevant person can report the task ready
• Step 4: Then the execution can be approved.

Thus, work assignments from customers can be distributed and followed up in the organization. This can involve several colleagues.

Record conversation notes

You can also use Yuki Workflow to record simple things like conversation notes, etc., and follow up through tasks. This way, you can also improve the efficiency and quality of your own work.