Create and set up confirmation schedules
Written By Tess Hoogeboom
Last updated About 1 month ago
Before you begin:
Add the right Confirmation to the User(s) who need to confirm invoices.
Ensure that the User(s) has/have been assigned to the relevant administration(s) (more information).
Go to Settings (Cogwheel) → Administrations, check the Confirmation box for the administration(s) for which a scheme is being set up, and click Save.
Go to Settings (Cogwheel) → Confirmation schedules and then click Add.
Give the Confirmation schedule a recognisable description.
Set up the workflow
Next, you need to set up the workflow. This consists of one or more phases, each containing one or more Users who will approve the documents. The document to be approved first goes through Phase 1. Once this is complete, the document proceeds to Phase 2, and so on. A scheme can contain up to 5 phases.
Click the button with the plus sign. Stage 1 becomes available.
Select a User in Stage 1.
If necessary, add another User using the Plus button. You can add up to 10 users to a single stage.
If you add more than one User to a stage, an additional setting becomes available:
All users: All users in this stage must approve the document.
One user: One of the users in this stage must approve the document.
Click Add Stage to add a new stage, up to a maximum of 5 stages can be added.
Click Remove Stage to remove a stage from the workflow.
Set up administration
Finally, you determine which administration(s) the confirmation schedule should apply to. You can choose:
All administrations: The confirmation schedule can be used for all administrations that have enabled Confirmation.
Selected administrations: The confirmation schedule can be used for a selection of administrations that have enabled Confirmation. You can select these by moving them from ‘Available administrations’ to ‘Selected administrations’.