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DocuWare for Invoice Processing

Resources for users of the preconfigured cloud solution

How does the requestor approval work?

from Version IP7.3T2   previous versions
 
The invoice is assigned to a requestor by simply selecting their username from the dropdown list. Multiple requestors can be assigned as approvers to an invoice, only one assigned approver is required to complete the task.

requestpr approval

DocuWare then initiates a workflow that notifies the assigned approver. This causes a task to be assigned to them which will appear in their task list. If the assigned requestor’s out of office notification is on, DocuWare forwards the task to a substitute approver. If an invoice is over the requestor’s approval threshold or the corporate dollar limit. DocuWare will automatically assign a task to the next level approver.

 

 

How does the requestor approval work?

from Version IP7.3T2   previous versions

The invoice is assigned to a requestor by simply selecting their name from a dropdown list:

Approver Assignment

DocuWare then initiates a workflow that notifies the assigned approver. This causes a task to be assigned to them which will appear in their task list. If the assigned requestor’s out of office notification is on, DocuWare forwards the task to a substitute approver. If an invoice is over the requestor’s approval threshold or the corporate dollar limit. DocuWare will automatically assign a task to the next level approver.

 

Need further assistance? We’re here to help. Please email us at support.americas@docuware.com.