The ExFlow Invoice application is embedded in an Microsoft Excel worksheet template. The file is stored on a network area (e.g. Intranet, network drive)

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Presentation transcript:

The ExFlow Invoice application is embedded in an Microsoft Excel worksheet template. The file is stored on a network area (e.g. Intranet, network drive) so that users can easily access it. Just double-click to activate it.

Enter information about supplier and invoice no. (Additional fields can be added upon request)

All entries are logged by the insertion of a date and timestamp.

A user can easily insert/attach an electronic copy of an invoice by using the insert menu. The copy can be an existing file or directly from a scanner.

Recipients are added by clicking the addressbook button.

An is now being sent to Mikael Löfgren, the first recipient who must accept the invoice.

Mikael Löfgren receives an with the Excel file attached.

After having reviewed the invoice, Michael can easily approve it by selecting ”Yes” in the drop-down field.

Clicking Send will automatically send the file to the next recipient. At the same time, an (bcc) will also be sent to Henrik Garvner serving as a notification that Mikael Löfgren has approved the invoice.

An is now being sent to Torbjörn Löfstad, the second recipient who must accept the invoice. A notification is also being sent to Henrik Garvner showing that Mikael Löfgren has approved the invoice. This stepwise process continues until all recipients have approved the invoice…

When an invoice has been approved by all recipients, the initiating person receives a final into a designated folder in his/her Inbox.

At any time, the saved copy can be used to trace the status of the workflow process.

The Send button has now been replaced by a Recieve Progress button. By clicking on it, a user can see all process steps that have been completed thus far.