Do more in less time – it’s simple with Workflow Manager: share invoices in a matter of seconds and across multiple accounts; delegate tasks during employee absences; set up a pending box; or just make sure quick decisions get made. This module for setting up automatic workflows empowers you to do all this and so much more.
Workflow Manager is an all-around tool that makes your daily work easier. Many companies are using it to boost their efficiency and cut costs.
For incoming invoices, for example, partial amounts can be approved simultaneously by various colleagues which then ultimately triggers payment of the total amount. Thanks to the split booking dialog, an invoice can even be automatically booked in several accounts.
Ordering Process: Maximize efficiency
Maximizing efficiency starts during the ordering process: If you first need the okay for an order from your boss and then approval for the bill, you can skip the second step with DocuWare. With Workflow Manager, the order process can quickly be linked to the invoice approval process.
With repetitive tasks, it's easiest to tackle them with a workflow that runs on a pre-set schedule. For example, it’s ideal for monthly billing. So you or your employees stay flexible and enjoy the benefits of tracking a simple pending box.
Your substitute while you are away
Say you are at a training or on vacation and want to make sure that everything is running smoothly in your absence? With the substitution rules of Workflow Manager, you ensure that tasks are handled quickly and efficiently, even while you are away.
If you work with task forms, you can further speed up your processes by linking directly to other applications or files. In a workflow for incoming invoices, for example, you can create a link to the posting dialog in your ERP – or the list of cost centers.
The shortest route: a request
And if you occasionally need an immediate decision on the shortest route, you can set up a request. This is a single task that you send directly from the DocuWare client, which the recipient is prompted to do immediately. It's as quick and easy as an email.
Learn more about this immensely useful module with our free webinars on Workflow Manager.