BETA · testing phase. Data may be reset without notice — keep your own backups, verify all figures, and use at your own risk. Not a substitute for a licensed accountant.
Training Center

Workflow Rules

Automate routing and approvals by amount, type or owner. Pro ~2 min

Walkthrough video — coming soon
Follow the steps below in the meantime.
Step-by-step
  1. Open Workflow Rules.
  2. Define conditions and approvers.
  3. Enable; matching items route automatically.
Try it now
Recording script (for video producers) 
TITLE: Workflow Rules  (target 2 min, Pro)
HOOK (0-5s): "Automate routing and approvals by amount, type or owner."
ON SCREEN: open /erp/workflows
STEP 1 — say: "Open Workflow Rules."  (show the matching click)
STEP 2 — say: "Define conditions and approvers."  (show the matching click)
STEP 3 — say: "Enable; matching items route automatically."  (show the matching click)
CLOSE: "That's it — you can try it now from the button below."