The step you will need to add to a workflow is “Order to Invoice”. This has the following options:
Business Unit – You can select to transfer the Order (expense claim) from one business unit to another. This is useful if you have created a separate business unit for expenses. The choice here would be your Business unit that is connected to your finance system – Xero, QuickBooks, SmartSync or MYOB.
If you select to change business units, you will need to specify the Division to assign it to and any additional workflows you need to run after creation.
Export On Create – If the order is simply transferring from an order into an invoice, then it could be you would like to export the invoice into the finance system.
Close After – You can also opt to close the purchase order so it’s not shown in the Purchase Order / Expense list view.