Settings - Workflow

Turn off automatic workflow evaluation

This setting makes the workflow not reevaluate for each action performed on an invoice where the workflow is applied.

For example

1. In the invoice line, the dimension Project has been set to Project A, triggering a workflow for this project.
2. A user changes the project to Project B.

• Automatic evaluation active
  If automatic evaluation is enabled, the conditions in the workflow will be reassessed for each action.
  In the example, this means the workflow for Project B will start if it exists.
  
  
• Automatic evaluation inactive
  If automatic evaluation is not enabled, the conditions in the workflow will not be reassessed for each action.
  In the example, this means the workflow for Project A will remain active on the invoice and continue as usual.

It is still possible to reevaluate the conditions in the workflow at any time by choosing "Restart workflows."

See also: Reevaluate steps on changes

Allow posting without invoice approval

After the invoice reaches the "For approval" status, it will be possible to click "Post" without pressing the "Approve" button first.

Enable step for missing buyer

The invoice is set to the "Unknown buyer" status if the "Buyer's reference" field on the invoice does not match a user who has access to the company.

Allow posting of invoices without workflow

All invoices coming in on this client will be set to the "approved" status immediately. The invoice does not need to go through workflows. This is mainly used for accounting firms where invoices are received by email from the customer but can also be relevant for others.

Workflow code

This is a free-text field that you can use in the workflow setup for your clients. In the workflow setup, you will find "Workflow code" as a condition for applying a workflow.

Contract type

This is a free-text field that you can use in the workflow setup for your clients. In the workflow setup, you will find "Contract type" as a condition for applying a workflow.