All features

Workflows

Workflows for invoices

Workflows describe how invoices and receipts travel through the company. Each can be limited to specific invoice types and switched active or inactive.

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

What is included

Repeating routines run without anyone pushing them.

Define what should happen to an invoice automatically, triggered by creation, a state change, a field change or time.

Four triggers

A workflow starts when an invoice is created, when its state changes, when a watched field changes, or time-based after the invoice or due date.

Traceable runs

Every execution is recorded as a run with status and a per-node log, so it can be read back exactly what happened to an invoice.

Ownership

Invoices carry an assignee field for the person responsible. It can be set manually, shown as a column, and filled automatically by workflows.

More in the same area

Workflows and approvals

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.

The approvals inbox in Invoisary with open and resolved tasks.

Approvals

Approve or reject with a comment, and the workflow carries on.

Invoisary

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