1. Understanding Workflows Presented By: Graham O’Bray CPA CGA

2. Understanding Workflow Agenda WhatWhy Workflow in Action Getting Started Questions

3. Understanding Workflow

4. System Setup To get Email and Web Services setup

5. Understanding Workflow Workflow Maintenance Select Workflow type and assign manager

6. Understanding Workflow Workflow Options Email Notifications, Options, Overdue tasks

7. Understanding Workflow Workflow Steps Used to determine rules and flow for workflow

8. Understanding Workflow Workflow Conditions Set criteria for workflow steps

9. Understanding Workflow Payables Transaction Entry / Approval Submit from window and approval from window

10. Understanding Workflow Email Approval Email Sent to Approver for approval, rejection, delegation and review

11. Understanding Workflow Workflow Calendar For workflow task due date

12. Understanding Workflow Delegation Window Manager on vacation? Auto delegate workflows

13. Understanding Workflow Things Graham talked about WhatWhy Workflow in Action Getting Started Questions