All features

Workflows

Approvals

An approval node creates a task, optionally with a due date, and pauses the run until it is resolved.

The approvals inbox in Invoisary with open and resolved tasks.

What is included

Four-eyes review without anyone having to chase it.

Approval steps create a task for a specific person, and the run waits until it is approved or rejected.

One inbox

Every open and resolved approval sits in one place instead of being scattered across email inboxes.

With a reason

Approving or rejecting takes an optional comment that stays attached to the case.

Then it continues

After the decision the workflow continues along the matching branch, and assignees are notified by email.

The approve dialog with a comment field.

More in the same area

Workflows and approvals

The workflow list in Invoisary with active and inactive workflows and their triggers.

Workflows

Rules that move invoices along by themselves.

The visual workflow editor in Invoisary: trigger, condition, approval and action nodes connected on a canvas.

Workflow editor

Triggers, conditions, approvals and actions by drag and drop.

Invoisary

Invoisary. Invoices, expenses, and budgets in one workflow.