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Caution for users of the legacy workflow Once you activate a new workflow, the legacy workflow approval will become unavailable....
October 3rd, 2024 8633 views 0 likes
September 9th, 2024 4629 views 0 likes
Introduction All Workflow Approvers can use the Mobile App (iOS and Android) to approve (or reject) documents. The App has...
April 22nd, 2018 7767 views 0 likes
Introduction New vs Legacy Workflow Approval The following article is in regard to the legacy workflow which will be retired...
November 11th, 2017 14168 views 0 likes
November 16th, 2017 10862 views 3 likes
August 20th, 2026 3184 views 0 likes
Where to add Notes Add notes to transactions and accounts to capture information relevant to your financial team. These notes...
August 21st, 2026 13 views 0 likes