Category |
Workflow |
Description |
Accounts payable |
Vendor bank remittance journal workflow |
Use this type to create approval workflows for vendor bank remittance journals |
Accounts payable |
Vendor disbursement journal workflow |
Use this type to create approval workflows for vendor disbursement journals |
Accounts payable |
Vendor draw promissory note journal workflow |
Use this type to create approval workflows for vendor draw promissory note journals |
Accounts payable |
Vendor invoice approval journal workflow |
Use this type to create approval workflows for vendor invoice approval journals |
Accounts payable |
Vendor invoice journal workflow |
Use this type to create approval workflows for vendor invoice recording journals |
Accounts payable |
Vendor invoice line workflow |
Use this type to create review workflows for vendor invoice lines |
Accounts payable |
Vendor invoice register journal workflow |
Use this type to create approval workflows for vendor invoice register journals |
Accounts payable |
Vendor invoice workflow |
Use this type to create review workflows for vendor invoices |
Accounts payable |
Vendor redraw promissory note journal workflow |
Use this type to create approval workflows for vendor redraw promissory note journals |
Accounts payable |
Vendor settle promissory note journal workflow |
Use this type to create approval workflows for vendor settle promissory note journals |
Accounts receivable |
Customer bank remittance workflow |
Use this type to create approval workflows for customer bank remittance journals |
Accounts receivable |
Customer draw bill of exchange workflow |
Use this type to create approval workflows for customer draw bill of exchange journals |
Accounts receivable |
Customer free text invoice workflow |
Use this type to create approval workflows for free text invoices |
Accounts receivable |
Customer payment workflow |
Use this type to create approval workflows for customer payment journals |
Accounts receivable |
Customer protest bill of exchange workflow |
Use this type to create approval workflows for customer protest bill of exchange journals |
Accounts receivable |
Customer recurring invoice workflow |
Use this type to create approval workflows for recurring invoices |
Accounts receivable |
Customer redraw bill of exchange workflow |
Use this type to create approval workflows for customer redraw bill of exchange journals |
Accounts receivable |
Customer settle bill of exchange workflow |
Use this type to create approval workflows for customer settle bill of exchange journals |
Advanced ledger entry |
Advanced ledger entry workflow |
Use this type to create approval workflows for advance ledger entries |
Bank |
Bank reconciliation journal approval workflow |
Use this type to create approval workflows for Bank Reconciliation journals |
Budget plan |
Budget plan workflows |
Use this type to create and review workflows for budget plans |
Budget register entries |
Budget account entry workflow |
Use this type to create review workflows for budget account entries |
Budget register entries |
Budget register entry workflow |
Use this type to create review workflows for budget register entries |
Budget register entries |
Commitments approval |
Use this template to create approval workflows for commitment documents |
Case management |
Case management workflow |
Use this type to create a workflow for cases |
Case management |
Document handling |
Workflow type for document handling |
Fixed assets |
Ledger fixed assets budget journal workflow |
Use this type to create approval workflows for fixed asset budget journals |
Fixed assets |
Ledger post fixed assets journal workflow |
Use this type to create approval workflows for post fixed asset journals |
General ledger |
Ledger allocations journal workflow |
Use this type to create approval workflows for allocation journals |
General ledger |
Ledger daily journal workflow |
Use this type to create approval workflows for daily journals |
General ledger |
Ledger eliminations journal workflow |
Use this type to create approval workflows for eliminations journal |
Procurement and sourcing |
Catalog import approval |
Use this type to create review workflows for imported catalogs |
Procurement and sourcing |
Catalog import product approval |
Use this type to create review workflows for imported catalog products |
Procurement and sourcing |
Delivery due date notification workflow |
Use this type to create delivery due date notification workflows for unconfirmed product receipts |
Procurement and sourcing |
Invoice received notification workflow |
Use this type to create invoice received notification workflows for unconfirmed product receipts |
Procurement and sourcing |
Product receipt failed notification workflow |
Use this type to create notifications workflows for failed product receipts |
Procurement and sourcing |
Purchase order line workflow |
Use this type to create review- and approval workflows for purchase order lines |
Procurement and sourcing |
Purchase order workflow |
Use this type to create review- and approval workflows for purchase orders |
Procurement and sourcing |
Purchase requisition line review |
Use this type to create review workflows for purchase requisition lines |
Procurement and sourcing |
Purchase requisition review |
Use this type to create review workflows for purchase requisitions |
Procurement and sourcing |
Unconfirmed product receipt rejection notification workflow |
Use this type to create notification workflows for rejected unconfirmed product receipts |
Project |
Review budget revision workflow |
Use this type to review a budget revision |
Project |
Review original budget workflow |
Use this type to review an original budget |
Project |
Review project invoice proposals |
Use this type to review project invoice proposals |
Project |
Review project quotations |
Use this type to review project quotations |
Purchase agreement approval workflow |
Purchase agreement approval workflow |
Use this type to create approval workflows for purchase agreements |
Retail catalog workflow category |
Retail catalog approval workflow |
Retail catalog approval workflow type |
Signing limits |
Signing limits workflow |
Use this template to create a workflow for review of signing limit requests |
Time and attendance |
Time and attendance days total workflow |
Use this type to create approval workflows for time and attendance days total records |
Time and attendance |
Time and attendance journal registration workflow |
Use this type to create approval workflows for time and attendance journal registration records |
Timesheet |
Review timesheet line workflow |
Use this type to review a timesheet line |
Timesheet |
Review timesheet workflow |
Use this type to review a timesheet |
Travel and expense |
Cash advance request |
Use this type to create approval workflows for cash advance requests |
Travel and expense |
Dispute management |
Use this type to create workflows for credit card dispute management |
Travel and expense |
Expense line item |
Use this type to create line item approvals for expense reports |
Travel and expense |
Expense line item auto posting |
Use this type to create line item automatic posting workflows for expense reports |
Travel and expense |
Expense report |
Use this type to create document approvals for expense reports |
Travel and expense |
Expense report auto posting |
Use this type to create document automatic posting workflows for expense reports |
Travel and expense |
Travel requisition |
Use this type to create approval workflows for travel requisitions |
Travel and expense |
VAT tax recovery |
Use this type to create approval workflows for VAT tax recovery |
User management |
Inactivate user request workflow |
Use this type to create user inactivation workflows for inactivate user requests |
User management |
User request workflow |
Use this type to create user provisioning workflows for user requests |
Vendor request management |
Vendor add application workflow |
Use this type to create approval workflows for vendor add application requests |
Vendor request management |
Vendor add justification workflow |
Use this type to create approval workflows for vendor add justification requests |
Vendor request management |
Vendor category application workflow |
Use this type to create approval workflows for vendor category application requests |
Vendor request management |
Vendor category justification workflow |
Use this type to create approval workflows for vendor category justification requests |
Vendor request management |
Vendor status change request workflow |
Use this type to create approval workflows for vendor status change requests |