Basic workflow - how to create a rule

To get started, select Basic Workflow from the Administration menu.

Step 1 - Select the client Segment (residential, commercial or strata) and click Add New under the GL Group.

Step 2 -  edit the To value.

Step 3 - Select the approver roles required for the workflow

Step 4 - Save.

This rule will affect all invoices that match the client Segment, GL group, and value range. The only exception is when the invoice matches a work order and you have set a work order threshold.  In that scenario it will go straight to download.

Note: The From value of a rule will automatically be set to the To value of the rule directly above it and cannot be changed manually. The From value of the first rule is $0.00.

Once the rule is created, you can edit it by clicking the Edit button in the Commands field

To delete the rule, Delete in the Commands field.

Note: you can only delete the last rule in a section. To delete a rule that is before the last rule, all
subsequent rules must be deleted first.

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Basic Workflow - how to create a rule