ACCOUNTS PAYABLE INVOICE PROCESSING WORKFLOW
Learn How To WAG ACCOUNTS PAYABLE INVOICE PROCESSINGWORKFLOW APPLICATION SOFTWARE PROGRESSIONS CORPORATIONWALNUT CREEK, CALIFORNIA20131
Learn How To WAG 2-STEP 1. GETTING STARTED WITH WAG 5-STEP 2. CREATING A NEW APPLICATION6-CREATNIG A TEXT FIELD8-CREATING LIST FIELD14-CREATING VIEWS20-CREATING A NEW FORM36-USING FORMULA BUILDER39-CREATING THE STANDARD SECTION44-CREATING SUBFORM58-CREATING QUERY LIST61-CREATING DATAGRID SUBFORM71-CREATING A COMBO BOX84-CREATING A BUTTON105-CREATING A NEW TAB115-CREATING NEW COLUMN140-USER MODE187
Learn How To WAG 3OverviewWith WAG everyone can create custom mobile and web apps and run them for large scaleaudiences – free of charge.The types of apps that can be created with WAG include: Consumer, Business, Government(including GovCloud), Healthcare, Education, Non-Profits and many other verticals.An app that takes several programmers one year to develop, takes a few days to create usingWAG - without requiring programming experience.WAG is unlike any other product on the market. WAG empowers people to do things thatthey just can't do today. We call this democratizing application development .Create your app once - and it runs on all the major desktop browsers and all the majormobile devices as a native app on, just the way Facebook can be accessed via a web browserand via a native mobile app.
Learn How To WAG ObjectiveIn this document we take a look at an Accounts Payable Invoice Processing WorkflowApplication. If you’re interested in creating corporate workflow apps with backendintegration, you this document will guide you Step by Step.Variations of this app are verypopular with our large corporate customers.Before we begin, we will need to identify just what will go into our Accounts Payable InvoiceProcessing workflow app. A quick glance at Wikipedia states:“Once the invoice arrives the clerk classifies and sorts the invoice intovarious categories.The invoice is forwarded to the responsible person for that particularinvoice. This is normally the person who has placed that order. If therehas been a purchase order involved when placing that order, the invoicemust then be matched against the purchase order to ensure that theamount invoiced is correctly stated on the invoice. If the amount is rightand the goods have arrived, the responsible person will have to approvethe invoice by signing off on it.If the amount invoiced exceeds a certain amount that is limited by theorganization, the superior of that person may have to approve theinvoice as well. Once the invoice has been approved and there havebeen no variances, the invoice is posted into the accounting system.”This breaks down into our workflow:1. Invoice is entered and forwarded to an approver.2. The approver examines the invoice and gives it his/her approval.3. Manager reviews the invoice. He assigns it to an accountant.4. Accounting organizes payment.Visit http://www.youtube.com/WebAppGeneratorWAG Web App Generator allows you to create mobile and web apps that run on allmajor devices.4
Learn How To WAG 5 Step 1. Getting Started With WAG Create an Account1. Go to www.webappgenerator.com2. Click the Signup—It’s FREE button.3. Fill out the Form with your information and click Signup.4. Check your email account. You should receive an email message with alink to activate your subscription (if you don’t see the email, check yourspam folder).Once you’ve activated your subscription, return towebappgenerator.com and click Sign In. Creating Application Named Accounting
Learn How To WAG Step 2. Creating a New Application Now you are ready to create your new application1. Click Add New Application2. In the above screen, enter your Application Name in this caseAccounting3. Click Create Application to continue.We will use this application as the reference for our main, Accounts Payable InvoiceProcessing workflow application. Create New Form Named Approver6
Learn How To WAG 1. Click on Add New Form in the Design Mode Name the new Form2. Click in the Name field and type Approver3. Click Save7
Learn How To WAG Create Text Field named Name Drag and drop a text field from the Toolbox in the Approver Section8
Learn How To WAG Name the Text Field1. In the Properties Box click the Field Name and type “Name”2. Click Save.9
Learn How To WAG Create Text Field Named Email Drag and drop a text field beneath the Name Text field10
Learn How To WAG Name the Text Field1. In the Properties Box click the Field Name and type Email2.Click Save.11
Learn How To WAG 12 Create Number Field Named Threshold Drag and drop a Number field from the Toolbox beneath the Text field namedEmail
Learn How To WAG 13 Name the Number Field1. In the Properties Box click the Field Name and type Threshold2.Click Save.
Learn How To WAG Create List Field Named Department Drag and drop a List field from the Toolbox beneath the number field namedThreshold14
Learn How To WAG Name the Text Field and enter List Values1. In the Properties Box click the Field Name and typeDepartment2. Enter the following values under the List Value:Accounting, Acquisitions, budgeting, Capital, Finance,Insurance, Legal, Processing, Real Estate, Research, Taxes.3. Click Save.4. Click Close5. Click Views15
Learn How To WAG Create New Form Named Currency1. Click Add a New Form2. Type Currency in the Name Field.16
Learn How To WAG Create three text fields and Name them as Currency Code, Country and Description Drag and drop three text fields from the Toolbox.1. Click on Field Name in the Properties Box and type Currency Code, Country andDescription for each text field.2. Red Asterisks mean the field is required, Check the box next to require in theproperties box.3. Click Save each time you name the text field.17
Learn How To WAG Create a New Form Named Vendor1) Click Add New Form2) Type Vendor in the vendor name and Click Save.18
Learn How To WAG 19 Create six texts fields and Name them as shown on the screenshot. Drag And Drop six texts Fields from the toolbox on the Vendor Section.1. Name the Fields as: Vendor Company Name, First Name, Last Name, Email, Address,City State, and Phone Number.2. Those fields that have red Asterisk * are required, check the box next to Required inthe Properties Box for the fields shown on the screen.3. Click Save after naming each field
Learn How To WAG Creating Views1. Click on Add New ViewKey pointViews are to show or hide records, make them searchable, organize them in a certain orderor to enter values. After you create all the Views in Design Mode you will immediately beable to try your application as a user.20
Learn How To WAG Name the view1. Type Approvers in the View Name2. Check the boxes along the Name, Email, Threshold,Department as shown on the screen3. Click Save21
Learn How To WAG Add view for Currency Form.1. Click on Add a New View22
Learn How To WAG Name the new view.2. Type Currency in the View Name3. Chose Currency from the drop down list next to forms4. Check the boxes as shown on the screenshot for Currency code, country anddescription.23
Learn How To WAG Create View For VendorsClick Add New View24
Learn How To WAG Name the New View1. Type Vendors in the View Name2. Check all the boxes next to: Vendor Company Name, First Name, Last Name, Email,Address, City State, Phone NumberClick Save25
Learn How To WAG Creating Vendors1. In the User Mode Click on New2. Choose Vendor from the drop down List26
Learn How To WAG 27 Enter the following me:LastName:Email:MikeYoungmyoung@gmail.com 2157 NCaliforniaBlvd1. Click SaveAddress:City StatePhoneNumber:WalnutCreek9258914356
Learn How To WAG 28 Keep entering other Vendors; you can use the data from the Table below.FirstLastNameNameEmailAddressCity aniaSolemMumaEverestTroanoshirasolem@138 Gerald LNew(346)259-gmail.comBates DriveYork, NY9144mmuma@7638 BrenanEl Paso,(280)3112681 ElinTNgmail.comdr.Txeeverest@12341 AshfordMemphis(809)688227 Geraldgmail.complaceTN2ttroano@gm433 CoburnBoston,(139)340-ail.comhollow LMA5225Shira YYoungHol
Learn How To WAG Adding Approvers1. Click on User Mode2. Click New3. Click Approver from the drop down list Enter the following information: Name: Alexa Tobias, Email:alexatobias@gmail.com, Threshold: 1 000 000, Department: ChooseAccounting from the drop down list.29
Learn How To WAG This is what it looks like in the Approvers list Similarly add other approvers using data from the table30
Learn How To WAG 31NameEmailThresholdDepartmentAmari Rochaamarirocha@gmail.com1000000AccountingAshley ecatherineburroughs@gmail.com 1000000FinanceCaira yeagercatherineburroughs@gmail.com 500InsuranceCiara crumciaracrum@gmail.comLegalBurroughs5000 This is what your Approvers list should look like
Learn How To WAG 32 Adding Currencies1. In the User Mode go to New Currency:2. In this New Currency view, add following:Currency Code:Country:DescriptionUSDUnited StatesUnited States Dollar.
Learn How To WAG 3. Click Save. Keep creating Currencies; enter the following data as shown in the Table below.Currency CodeCountryDescriptionUSDUnited StateUnited States DollarCADCanadaCanadian DollarCNYChinaChinese YuanBRLBrazilBrazilian Real33
Learn How To WAG 1. Click Design2. click Applications,3. Click Accounts Payable Invoice Processing Workflow Application.34
Learn How To WAG 4. Click Create a New Application Name the New ApplicationThis is our main Application named Accounts Payable Invoice Processing workflow app.Following slides will demonstrate how to create it.35
Learn How To WAG Creating a New FormDesign ModeKey PointDesign Mode is where you to create your app.2. Click Add a New Form.3. Name this form “Invoice” and Click Save.36
Learn How To WAG Creating a Text field named Invoice Number Drag and drop a Text Field from the Toolbox into the Invoice Section.37
Learn How To WAG Name the Text Field1. In the Properties box type Invoice Number In the Field Name2. Check the Required box.3. Click Save.38
Learn How To WAG Creating the date field Named Payment Due Date1. Drag and drop a Date Field from the toolbox beneath the InvoiceNumber Text Field.2. In the Properties box type Payment Due Date next to the Field Name3. Click Save.39
Learn How To WAG Creating a Combo box field named Currency.The invoice will specify the currency the vendor desires to be paid in. This field will reflectthat. Drag and drop a Combo Box field into our form.This form will draw from another WAG app called Accounting The following slides willdemonstrate building of the Accounting app that will have a list of different currenciesand approvers.Key PointCombo boxes allow you to view and search through an object’s data to ultimately choose a singlerecord.40
Learn How To WAG 41 Naming the Combo Box1.2.3.4.Click in the Field Name in the Properties box and type Currency.From the System drop down list choose Accounts Payable Invoice Processing.Select Currency from the Type dropdown menu.Check all fields you want to show for the Currency Code mark the search field and setthe display order 2,1,3 as shown in the screen and click Save
Learn How To WAG Rename the Tab Invoice to Invoice Submission Info1. In the Properties Box click in Tab Name and Type InvoiceSubmission info2. Click Save42
Learn How To WAG 43 Rename Column Named Invoice to Invoice Details.1. In the Properties Box Click in Column Name and typeInvoice Details2. Click Save.
Learn How To WAG Creating the Standard Section Named Vendor Info Drag and drop a new Standard Section from the Toolbox44
Learn How To WAG Name the Standard Section1. In the Properties Box click in Section Name and type “Vendor Info”2. Click Save45
Learn How To WAG Create Combo Box Named Vendor Drag and drop a combo box In the Vendor Info Section.46
Learn How To WAG 47 Name theCombo Box1.In the Properties boxclick in the Field Name and typeVendor2.Check the box next toRequired3.Select Accountingfrom the System dropdown.4.Select Vendor fromthe Type dropdown.1.Check the Address,City State, Email, First Name, LastName and Phone Number fields.2.Select VendorCompany Name a as the SearchField.3.Number the fields inDisplay Order in the order shownon the screen4.Select VendorCompany Name a as the DisplayColumn5.Click Save.
Learn How To WAG Create text field Named Vendor NameWe want our app to show the vendor’s information in an expanded form once a user hasselected a vendor. For this we will use several text fields and populate them with vendorinformation.1. Drag and drop a text field into the vendor info form.2. Name this text field Vendor Contact3. Check Calculated4. Click on Formula Builder.48
Learn How To WAG 5. Enter this formula:[Vendor].[Last Name] ‘ , ‘ [Vendor].[First Name]6.Click Ok7. Click Save.49
Learn How To WAG 50 Create text field Named Vendor Address1. Drag and drop a text field into the form.2. Name this field ‘Vendor Address’3. Check Calculated4. Click on Formula Builder.Key PointThe purpose of the formulas we use are to create a set of instructions that your application will use toperform specific operations or to exhibit desired behaviors. Formulas are there and ready for you touse. You will only need to check the boxes next to the desired in the Properties Box, on the left handside of your screen.
Learn How To WAG 5. Enter this formula:[Vendor].[Address]6. Click OK7. Click Save.51
Learn How To WAG Create text field named City and State1. Drag and drop a text field into the form.2. Name this field City and State3. Check Calculated4. Click on Formula Builder.52
Learn How To WAG 5. Enter this formula:[Vendor].[City State]6. Click OK7. Click Save.53
Learn How To WAG Create text field named Vendor Email1. Drag and drop a text field into the form.2. Name this field Vendor Email3. Check Calculated4. Click on Formula Builder.54
Learn How To WAG 5. Enter the formula:[Vendor].[Email]6. Click Save.55
Learn How To WAG Create a text field named Vendor Phone1. Drag and drop a text field into the form.2. Name this field Vendor Phone3. Check Calculated4. Click on Formula Builder.56
Learn How To WAG 5. Enter this formula:[Vendor].[Phone Number]6. Click Save.57
Learn How To WAG Creating Subform Named Items1. Click Add a New Form2. Name this new Form Items58
Learn How To WAG Create text Field Called Item Description1. Drag and drop a Text Field into the form.2. In the Properties Box click on field name and type Item Description3. Click Save.59
Learn How To WAG Create Number field named Item Cost- Drag a Number Field from the Toolbox into the form.1. In the Properties Box click on field name and type Item Cost2. Select Number e.g. 2,010.00 from the Field Format dropdown.3. Click Save.60
Learn How To WAG Create Query List Field Named Account Drag and drop a Query List Field into the form61
Learn How To WAG 62 Name the Query List1. Name this field Account.2. Enter the SQL Query that retrieves the names of accounts from our accountingsystem. In your case this query will be different. Consult your Accounting softwaremanual.3. Enter the Connection string necessary to connect to the database server.4. Importantly, we will check the “Run at end point” option and select “Default” from thelist. This will cause the query to run from our locally installed Secure EndPoint which isin the same network as the database server. Our app running from the Cloud will usethis secure connection to run the query and present the results to the user in realtime. This type of connection is just as secure and up to 100x faster competed to VPNtype connections so our results will be presented to the user very quickly.5. We will then set the “Identity Value” to “acct code” which is the key field that isreturned from the query. This will vary in your case.6. The “Search Column” and “Display Column” fields will be set to “acct desc” which isthe name of the account from the chart of accounts in our accounting system. Thisfield will also vary in your case. Paste this query into the SQL Statement box.7. You will also need to include a connection string that provides server connectioninformation.Key pointMake Sure to Download the Corporate Central Secure Endpoint from the downloads section atCorporateCentral.com to establish secure connection between your WAG app and your local areanetwork.
Learn How To WAG 63
Learn How To WAG Create List Field Named Expense Type1. In the Properties Box click on Field Name and type ExpenseType2. Under List Values Enter: Corporate -Dept./Office and Trust3. Click Save64
Learn How To WAG Create Query list Named Item Region. Drag and drop a Query List Field into the form65
Learn How To WAG 66 Name the Query List as shown on the screenshot on the next page1. Name this field as Item Region2. Enter the SQL Query that retrieves the names of Regions from our accounting system.In your case this query will be different. Consult your Accounting software manual.3. Enter the Connection string necessary to connect to the database server.4. Importantly, we will check the “Run at end point” option and select “Default” from thelist. This will cause the query to run from our locally installed Secure EndPoint which isin the same network as the database server. Our app running from the Cloud will usethis secure connection to run the query and present the results to the user in realtime. This type of connection is just as secure and up to 100x faster competed to VPNtype connections so our results will be presented to the user very quickly.5. We will then set the Identity Value, Search Column and Display Column as Regionwhich is the key field that is returned from the query. This will vary in your case. It isthe name of the account from the chart of accounts in our accounting system. Thisfield will also vary in your case. Paste this query into the SQL Statement box.6. You will also need to include a connection string that provides server connectioninformation.7. Our form will contain three Query Lists: Expense Type, Item Region and ItemDepartment.8. If the Expense Type is a specific brand – such as “Corporate Office” we have to optionto display to other forms to further categorize each item.9. This is accomplished by changing the Visibility control on Item Region and ItemDepartment to be dependent on the choice in Expense Type.10. Click Item Region in the form11. Check Visibility Control12. Click Formula Builder13. Enter this formula:[Expense Type] ’Corporate -Dept. /Office’14. Click Save
Learn How To WAG 67
Learn How To WAG Create Query List Named Item Department. Drag and Drop a query list field form the toolbox beneath the Account field.68
Learn How To WAG 69 Name the Query list as shown on the screenshot of the next page.1. Name this field as Item Department2. Enter the SQL Query that retrieves the names of Regions from our accounting system.In your case this query will be different. Consult your Accounting software manual.3. Enter the Connection string necessary to connect to the database server.4. Importantly, we will check the “Run at end point” option and select “Default” from thelist. This will cause the query to run from our locally installed Secure EndPoint which isin the same network as the database server. Our app running from the Cloud will usethis secure connection to run the query and present the results to the user in realtime. This type of connection is just as secure and up to 100x faster competed to VPNtype connections so our results will be presented to the user very quickly.5. We will then set the Identity Value, Search Column and Display Column asDepartment which is the key field that is returned from the query. This will vary in yourcase. It is the name of the account from the chart of accounts in our accountingsystem. This field will also vary in your case. Paste this query into the SQL Statementbox.6. You will also need to include a connection string that provides server connectioninformation.7. Our form will contain three Query Lists: Expense Type, Item Region and ItemDepartment.8. If the Expense Type is a specific brand – such as “Corporate Office” we have to optionto display to other forms to further categorize each item.9. This is accomplished by changing the Visibility control on Item Region and ItemDepartment to be dependent on the choice in Expense Type.10. Click Item Region in the form11. Check Visibility Control12. Click Formula Builder13. Enter this formula:[Expense Type] ’Corporate – Dept./Office’14. Click Save15. Click Close.16. Click Invoice
Learn How To WAG 70
Learn How To WAG Create DataGrid Subform named ItemsFinishing the Subform1. Click on “Forms”2. Click on “Invoice”3. Drag a DataGrid-Subform from the Toolbox. Drop it beneath the4. Invoice Section.71
Learn How To WAG 72 Name theDataGrid Subform1. In the Properties BoxClick in Section Nameand type Items2. Check Allow Add NewRecords3. Select Items from theType dropdown menu.4. Check “Account”,“Expense Type”, “ItemCost”, and “ItemDescription,5. Give Account aDisplay Order as shownon the screenshot6. CheckShow Totalnext to ItemCost7. Click Add
Learn How To WAG Create a Number field named Invoice Total Drag and drop a Number field from the Toolbox into the Line Items subform73
Learn How To WAG Name the Number field1. In the Properties box click on field Name and type “Invoice Total”2. Field Format should be currency3. Check Calculated74
Learn How To WAG 4. Click Formula Builder and enter the following formula:[Line Items].Total[Item Cost]5. Click Save75
Learn How To WAG 76Adding a Processing SectionOur application will have several different people working with it. In order to better organizeworkflow, we will use several text fields that will contain flags concerning which stage aninvoice is in. Because these flags do not directly pertain to the invoice itself, they will behidden. Only our buttons and internal logic will examine them.
Learn How To WAG Create new Section Called Processing Drag and drop a Standard Section into our form.1. Name this section “Processing2. Check Visibility Control. Make sure the box underneath it says, false77
Learn How To WAG Create Text Field Named Email Body Drag and drop a text field into the Processing Section.78
Learn How To WAG Name the text fieldEmail BodyDuring the course of invoice processing we will email people regarding details about theinvoice. We will use a text field to set up this email automatically without users having toworry about constructing each email.1. Name this field “Email Body”2. Check Calculated3. Click Formula Builder and enter the following formula:'There is an invoice from ' [Vendor contact] ' for ' [Currency] ' ' [Invoice Total] '.'4. Click Save.79
Learn How To WAG 80 Create text Fields Called Invoice Entered, Project Manager, department approverreviews, invoice approvedFlagsOur app will use some logic to determine which fields to show a user. The following fields willhold data regarding what has happened so far in the invoice processing.1. Drag and drop a Text field into the Processing Section.2. Name this field “Invoice Approved” Click Save.3. Drag and drop a Text field into the Processing Section.4. Name this field “Invoice Entered” and Click Save.5. Drag and drop a Text field into the Processing Section.6. Name this field “Project Manager Reviewed” and Click Save.7. Drag and drop a Text field into the Processing Section.
Learn How To WAG 8. Name this field “Department Approver Reviewed” and Click Save. Rename the Column Invoice to Invoice Details1. Om the properties box click in Column Name and Type InvoiceDetails2. In the Column width type 50%3. Click Save81
Learn How To WAG Create New Column Named Administration1. Drag and drop a new column from the Tabs/Column Section of theToolbox.2. In the Properties Box click on Column Name and type Administration.3. Click Save82
Learn How To WAG 83 Create a new Section named Project Manager.\\\Creating the Manager Section4. Drag and drop a new Section into the Form.5. In the Properties Box click on Section Name and type Project ManagerInfo.6. Click Save.
Learn How To WAG Create a combo box named Project Manager1. Drag and drop a Combo Box into the Project Manager section.2. In the Properties Box click on Field Name and type Project ManagerWe will populate this combo box by utilizing the contact data already stored in TotalRelationship Management . Your application could use TRM, another WAG app or even aQuery List.84
Learn How To WAG 85 Name the Combo Box.1. Select TRM from the System dropdownmenu.2. Select your company from the VEdropdown menu.3. Select Contact from the Objectdropdown menu.4. Check the fields “Full Name (Last First)”,Department, Email Address, Office andRegion.5. Select Search Field next to Full Name.6. Give Full Name a Display Order of 10.7. Give Email a Display Order of 20.8. Give Department a Display Order of30.9. Give Office a Display Order of 40.10. Give Region a Display Order of 50.11. Click Save.
Learn How To WAG Create a text Field Named NameFinishing the Project Manager Section1. Drag and drop a Text Field from the Toolbox into our Form.2. Name this field “Name“.86
Learn How To WAG Name the Text Field3. Check Calculated.4. Check Formula Builder.5. Enter the following formula:[Project Manager].[Full Name (Last First)]87
Learn How To WAG Create a text Field Named Email1. Drag and drop a Text Field into our Form.2. Name this field Email.3. Check Calculated.4. Check Formula Builder.5. Enter the following formula:[Project Manager].[Email Address]88
Learn How To WAG Create a text Field Named Department Drag and drop a Text Field into our Form.89
Learn How To WAG Name the text field1. Name this field “Department“.2. Check Calculated.3. Check Formula Builder.4. Enter the following formula:[Project Manager].[Department]90
Learn How To WAG Create a text Field Named Office Drag and drop a Text Field into our Form.91
Learn How To WAG Name the text field1. Name this field “Office“.2. Check Calculated.3. Check Formula Builder.4. Enter the following formula:[Project Manager].[Office]92
Learn How To WAG Create a text Field Named Region Drag and drop a Text Field into our Form.93
Learn How To WAG Name the Text field1. Name this field “Region“.2. Check Calculated.3. Check Formula Builder.4. Enter the following formula:[Project Manager].[Region]94
Learn How To WAG Create New Section Named Department Approver Drag and drop a Standard Section into the form from the Toolbox.95
Learn How To WAG Name the New Section1. In the Properties box click in Section name and type Department Approver2. Click Save96
Learn How To WAG Create A Combo Box Named Approver Name Drag and drop a Combo Box into this section from the Toolbox.97
Learn How To WAG 98 Name the Combo Box1. Name this combo box “ApproverName”This box will take information fromanother WAG app that containsDepartments and their associatedapprovers. We will only want to selectfrom approvers who are in the samedepartment as the Project Manager andwhose approval thresholds are abovethe invoice total. This bit of logic issimple to implement.2. Click “Set Filter” underneathDepartment.3. Select “ ” from the dropdown menu4. Select Department from thedropdown menu beneath theprevious.5. Click “Set Filter” underneathThreshold6. Select “ ”7. Select “Invoice Total” from thedropdown menu.8. Click Add
Learn How To WAG Create a Text Field Named Approver Email.1. Drag and drop a text field into this section.2. Name this field Approver Email3. Check Calculated4. Click Formula Builder5. Enter the following Formula:[Approver Name].[Email]99
Learn How To WAG Create A Number Field Named Approver Threshold1. Drag and drop a Number field into this section.2. Name this field Approver Threshold3. Check Calculated4. Click Formula Builder5. Enter the following formula:[Approver Name].[Threshold]100
Learn How To WAG Create A Document Management Section Named DocumentsAdding a Documents SectionIf our users want to include a PDF or image of the original invoice, we can add that byincluding a Document Management section in our application.1. Drag and drop a Document Management Section into our form fromthe Toolbox.101
Learn How To WAG Name the Section1. Name this section Documents2. Make sure that Document, Image, Compressed, Video, Audioand PDF File are checked.3. Click Save.102
Learn How To WAG Create A Section Named Submission1. Drag and drop a Standard section into our form.2. Name this section Submission3. Click Save103
Learn How To WAG Create a Date Field Named Date Submitted1. Drag and drop a Date field into this section.2. Name this field Date Submitted104
Learn How To WAG Create a Button Named Submit to Project Manager Drag and drop a Button field into this section from the Toolbox.105
Learn How To WAG 106 Name the Button1. Name this button “Submit to Project Manager.” We won’t want this button to appear after the form has been sent to the manager.We will change the Visibility Control:2. Check the Visibility Control3. Click Formula Builder and enter the following formula:[Invoice Entered] ’’ Thus, only while the Invoice Entered flag is empty will the submit button be visible.
Learn How To WAG We want this button to save our invoice, flag it as entered and email it to theproject manager. The following screens will how to do this1. Click on Event in the Properties tab.2. Clic
Step 2. Creating a New Application Now you are ready to create your new application 1. Click Add New Application 2. In the above screen, enter your Application Name in this case Accounting 3. Click Create Application to continue. We will use this application as the reference for our main, Accounts Payable Invoice Processing workflow application.
Accounts Payable Using CU*BASE to Streamline Your Accounts Payable Department INTRODUCTION This booklet was created to cover decisions your Accounts Payable team needs to make when using CU*BASE. Included is information on how you can configure and implement the following features that are activated in the Accounts Payable Workflow Controls screen.
Best Practice for Accounts Payable departments What a modern Accounts Payable department looks like Guide to Accounts Payable Best Practice One of the biggest challenges facing Finance Professionals today is utilising the right technology in the Accounts Payable (AP) department to streamline processes,
83% lower invoice processing costs 80% faster invoice processing cycle times Clearly, Accounts Payable has much to gain from optimizing the process through automation and optimization. Dolphin makes a ‘lean and green’ Accounts Payable process possible with an SAP-certified combinatio
Payable receive an invoice directly, forward immediately. (May want to add an Interoffice address reference as well as an email address.) Accounts Payable should retain original invoices. If an invoice needs to be coded and approved by a person outside of Accounts Payable, the original invoi
stage the accounts payable department finds itself currently in. Enterprises might recognize that they are in one of the following stages in 2021: Implemented accounts payable invoice automation, or in the process of doing so Considering the implementation of accounts payable automation software Aware that it is a step to take.
Consultant Invoice 2 Page How to enter a Consultant Invoice (Admin/VCCO): 1) Click on ‘Accounts Payable’ from the WorkDesk menu. 2) Click on ‘Consultant Invoice’ link from the Accounts Payable menu. 3) Click on New icon 4) Enter the Invoice
Figure 4: Create a Workflow in Nintex Workflow 2. Select the Library Ribbon, click on Workflow Settingsand then Create a Workflow in Nintex Workflow. This will open the Nintex Workflow Designer. To initiate the workflow, we will configure the workflow to add a menu item to the context menu in the workspace.
the accounting profession - have come to be known as 'creative accounting'. (1988: 7-8) Terry Smith reports on his experience as an investment analyst: We felt that much of the apparent growth in profits which had occurred in the 1980s was the result of accounting sleight of band rather than genuine economic growth, and we set
