The persons with the role of rule manager can now decide where in the document flow the Authorisation module must fit.
They can choose from two options –
- Authorisation before Review on the Review Page.
- Authorisation after Review on the Review Page.
Authorisation before Review
The flow for Authorisation before Review will be considered the default course of a document.
Documents submitted for processing -> Processing complete -> Authorisation -> Confirmation (if applicable) -> Review Page.
The documents can be exported using the Export button present on the Review page.
Authorisation after Review
The flow for Authorisation after Review is:
Documents submitted for processing -> Processing complete -> Review page -> Authorisation -> Confirmation (if applicable).
Since the documents will have to be approved from the Review page first so that they move into Authorisation, a new button of “Approve all” has been added to this page.
This option will also be available on the Invoice Detail Page –
Once documents are approved from the Review page, they will go to the Authorise page, as per the rules that have been configured. In the Authorisation Module the user simply clicks the Authorise/Confirm buttons to export them to their accounting system.
Changes to our Document Routing feature
As there is a change in the flow of the documents because of the selected option – Authorise after Review, the document routing flow will also showcase the subsequent flow.
The Usual/Default flow – when Authorise before Review
The New flow – when Authorise after Review
Change in the “Auto-Export” label on Contacts page
The Auto Export label is now changed to Auto Review.
New filter added to Authorise page
Rule managers of the Authorisation Module will now be able to filter documents present on the Authorise page based on who has to take action.
