Worklist process

Clicking on the name of a process or on the icon takes you to your worklist for that process.

Here the most important fields for the lines are shown.

Using the button with the funnel at the top right allows you to find a specific transaction by filtering for example by supplier.

Clicking on a line, takes you to the details.

You can perform several activities in this screen:

1. Approving the transaction. It will be send to the next processor (if there is one). The worklist will then be refreshed.

2. Rejecting the transaction. A screen will pop up in which you need to state the reason for rejection. The worklist will then be refreshed.

3. Viewing the attachment. In a new screen you will see the attachment on which you can zoom in. Notice that not all transactions have to have an attachment; in which case this button will not be shown.

4. Viewing the comments made related to the transaction. If previous role players have remarked something, you can have a look at that here.

5. Clicking on the arrow behind the supplier’s name, takes you to the supplier’s details.

Depending on the type of transaction, lines may be shown at the bottom of the screen (for instance invoice lines or order lines). You can click on them to see the details.