Adding a Purchase Invoice in the Workflow

How to create a new Purchase Invoice in the Workflow

1. From the main menu, click on “Workflows”.
   • Note: If you want to add a second workflow, you’ll find the workflows in the main menu named after the type of the first workflow. For example, if the type of the first workflow is “Car Contracts”, workflows will appear in the main menu under the name “Car Contracts”.
2. Click on the document associated with the workflow you want.
3. Click on the “Add” button.
4. Select from the menu “New Purchase Invoice”.
5. Fill out the purchase invoice data as required. For more details about the nature of the purchase invoice fields, see the guide “Add a Purchase Invoice”.
6. Click on the “Save” button.