📄 Workflow Automation

Workflow Automation                   

 Creating Workflows 

  1. Navigate to the Workflow section. 
  2. Set up automated workflows based on:  
  3. Always Triggered Workflows 
  4. Conditional Workflows (e.g., for invoices greater than 5000 USD) 
  5. Define Approval Levels (Single or Multiple). 
  6. Configure Approvers, Actions on Approval/Rejection, and Notifications.  
  7. Notifications can be sent via Email, SMS, or System Alerts.