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Workflows & Approvals
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What does the workflow module contain and how does it work?
With our workflow module you can easily digitize your approval, checking & payment processes. Complete customization as desired.
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What is a workflow?
With our workflows you can easily & digitally map your company-internal approval & verification processes in GetMyInvoices
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How to create an approval process?
Step 1: Go to “Workflows” and “Document approval”. Step 2: Assign a name for your workflow. Step 3: Select the document types for which you want to set up your process. Step 4: Select your workflow. You can choose between predefined workflows or configure an individual process using the expert mode. Step 5: Assign […]
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Configuring Workflows: Invoice Approvals
Configure invoice approval workflows in GetMyInvoices. Set restrictions based on companies, payment status, payment methods, and tags to ensure precise approvals.
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How can I edit a workflow in GetMyInvoices?
Nothing is set in stone. We'll show you how to edit workflows you've created.
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Manually Assigning an Invoice to an Approval Process
Learn, step by step, how to manually assign invoices to an approval process so you can process and approve them directly within the workflow.
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Where do I see the documents that need to be edited/approved?
In your GetMyInvoices dashboard you can always see how many documents you still need to edit or approve.
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Approval Function in the Workflows Menu
Learn how to use the approval feature in GetMyInvoices to efficiently manage approval workflows, approve steps, and assign follow-up actions to specific users.
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How to see the status of my documents?
Go to Workflows and select Document Approvals. In the column "Process status" column you can see the status of the document.
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Is it possible to communicate in a workflow and can I return a document?
Communicate directly and document-based directly in the respective release process to get full transparency in the company.
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How do I set up a payment run?
Go to "Workflows" and select "Payment runs". The gear icon at the top right takes you to the settings for your payment runs.
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Select users in workflows
Learn how to tag users with @mentions and trigger notifications in GetMyInvoices' invoice approval process.
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Are there any additional costs for the workflow module?
The workflow module can be added to your existing package. For activation please select "Billing" in the account menu.
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Using Saved Filters in Document Shares
Learn how to save filters in workflows in GetMyInvoices to find invoices faster and save frequently used filter settings.
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Workflow Settings: Reasons for Missing Invoices in the Invoice Approval Process
In this article, learn how to check and adjust workflow settings if invoices do not appear in the invoice approval process.
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Linking Transactions in the Workflow
Learn how to link invoices to transactions in GetMyInvoices to track payment steps transparently and automatically.
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Pay Invoices from Payment Runs
Learn how to pay invoices directly from payment runs, create SEPA XML files, and use automatic status updates.
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Allow payments within approval workflows
Learn how to use GetMyInvoices to ensure that invoices are paid only after a defined approval workflow has been completed. Prevent unauthorized payments and ensure a controlled payment approval process.
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Automatic Export of Invoices After a Specific Workflow Step
Learn how to automatically export invoices after a specific workflow step. Use tags to control the export process.
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Checking and approving invoices with the Fraud Risk Assistant
Turn on the Fraud Risk Assistant and use its risk score in the approval workflow to check an invoice before you approve it.
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