Overview

When creating invoices from the Inbox, the user may know straight away that the invoice needs to be rejected and doesn’t need to go out for approval. This help article shows you how to do this. 

1

Create a Reject Workflow

Head into your Division and create a workflow. We recommend two steps. A “send email” step – which can be to the supplier with the reason. And the Change field to value step as shown below: 

You can use the placeholder of {Internal_comments} to show the supplier the reason – which the user can add when creating the invoice. 

2

Using the workflow

To use this new Auto Reject workflow, the user will need the Admin permission to be able to choose workflows. This means when creating an invoice – as shown below the user will select the new workflow: