This article will teach those in the Accounting: Division Admin or Accounting: Corporate Administrator role how to edit an existing Payable Invoice Workflow.
- From the Accounting menu, click Settings.
- From the Accounting Settings page, navigate to the Accounts Payable section and click Workflow Editor.
- From the Accounting Settings: Workflows page, click the title of the Approval Workflow that you desire to edit.
- From the Accounting Settings: Workflows - [Workflow Title] page, the Details tab displays all of the Approval Workflow information that can be edited:
- To edit the Name, Is Private, or Description fields, click within the field textbox(es) and change the current information as needed (See the article Editing Title & Description of a Payable Invoice Workflow).
- To add a new approval step to your Approval Workflow, click the Actions button and select Add Step (See the article Adding a Step to a Payable Invoice Workflow).
- To modify an existing step in your Approval Workflow, click the title of the Approval Workflow. Once the Update Step window has opened, complete the form presented.
- To remove an existing step from your Approval Workflow, select the checkbox next to the sequence of the Approval Workflow step that you desire to remove, click the Actions button, and then select Remove Step(s) (See the article Removing a Step from a Payable Invoice Workflow).
- Click the Save button.
- Your edits to the Approval Workflow have now been saved.