Workflow

Use the Workflow module to define business process activities, the staff involved, and how and when information flows from person to person.

With Workflow, you can automatically route information and transactions to each stakeholder, document activities and processes, and automate and measure workload. You can also replace physical inboxes with electronic ones, and replace manual copying and distribution with automatic routing rules.

You can apply workflow to virtually any business process that impacts the accounting, contracts, purchasing, or HR departments, including setting up contracts, hiring employees, approving purchase orders, and month-end close procedures.