Business Unit Category
Add an email signature
Coding Restrictions
Create new Business Unit
Custom Fields on Line Items
Customised labels
Date formating
Default delivery address
Division Management
Editing Email Templates
How to hide cost codes
Invoice email forwarding – Microsoft 365
SMTP & Email Sending
T&C on your PO Template
Invoice Processing Help Category
Auto reject supplier invoices
Auto rejecting of invoices issue
Finding an order or invoice
How to create a credit note
Invoice email forwarding – Microsoft 365
Invoice export colours
Invoice Inbox
Invoice List View
Invoice matching
Invoice Processing Explained
Month end cut offs
Negative Order Balance
Setting up Autopilot
Supplier Matching
Waiting for a GRN
Purchase Orders Category
Adding a product to an order
Adding documents to an order
Bulk importing orders
Close Orders Automatically
Closing an order
Copy PO to Buyer
Creating a Purchase Order
Deleting a PO
Duplicate Order Prevention
Editing an order
Finding an order or invoice
GRN an order
Grouped Purchase Orders
Import Line Items
Negative Order Balance
PO Template Editing
Purchase Order Numbering
Purchase Order PDF
Purchase Order Prefix
Purchase Requisition Number
Quick Create a Purchase Order
Send PO to Supplier
Supplier order acceptance
What is a purchase order?
With approvals you usually want somebody to take ownership and to take action. Group Approvals are for those who have a team of people where anyone in the team can approve. Perhaps it’s a project team or a flat authority. You can create a workflow step where you select “Group Approval”. This means you can send an approval to a group of people and choose how to allocate it in the group.
“Broadcast” – everyone gets the approval email and the first one to approve does the approval. This is literally “Broadcast” to everyone in the group.
“Round Robin” – which means we send in an order. So if you have Bob, Dave & Sue in the Group, the order would be Bob to get the first one, then Dave to get the second approval request and Sue to get the third one. Bob would then get the fourth one and so on.
“Dynamic” – This is where we take into account who is the fastest approver, who is actually working and not set on absence, and who has the least approvals to do. We created an intelligent algorithm to decide the best person to approve it in the group.
For the Round Robin & Dynamic options, you must also select a “Time Out” in hours – this means that if the approver hasn’t taken action in the allotted amount of hours then it will go onto the next person in the group until approved. Do not leave as 0 as this will cause endless approval emails to be generated.
There are handlers in the Group approval for things like everybody being off and anything to avoid a perpetual loop. In one of these circumstances, we will fail the approval and leave you with a warning so you can take action.
