Seeing a long list of Transactions may be a little hard sometimes in terms of not knowing which Transactions need to be taken care of, which are already resolved, which are closed, etc. Setting up Transaction Colors enables you to color code the Transactions and make it easy to understand which is in which state just by looking at the list. The list of Transactions with Transaction Colors set up General setup Name will not be shown to Users, only used for clarification for other administrators Color hex code of the color. After clicking on the black and white square, you will see the color picker and can easily select a suitable color. Do not forget to click “Save” after picking a color Active? only colors that are set up as active will be used in Flowis If conditions are met set up every condition that needs to be met for this setup to work Some examples: Status of the Transaction, Assigned to a specific Group, Total amount on the Invoice greater than a certain value, Days since creation, etc. Setting up a new Transaction Color Tip: If you are using the Transaction Status in the Conditions to apply a certain Color, and this Status is assigned to Users, do not forget to check the “Don’t check assigned to” field in the Conditions of the Transaction Color setup. Otherwise, the Color will not be applied. The post Transaction Colors Enhance Clarity in the Transaction List appeared first on SoftPoint.
Each Transaction Type must be classified under a certain Transaction Type Group. You can create and use just one Transaction Type Group and use it for all Transaction Types or you can create several of them and use them for better classification of your T
prejsť na článokIn some processes, it may be useful to create relations between Transactions when one Transaction has to be superior to the others. Flowis allows you to create such a structure we call the main Transaction the “Master Transaction” and her subordinates a
prejsť na článokFlowis offers a unique way of setting up permissions for as many different groups of employees as needed. Its complexity allows you to truly set up Flowis and the information in it with precision, making sure everybody can see, access, edit, and delete on
prejsť na článokEach User has access to his own profile and can set up certain details about how the Flowis behaves when he uses his account. You can access your profile after clicking on your picture in the top right corner of the screen and then selecting “My profile”.
prejsť na článokWorkflow Design is a place where you can see the whole process with its Statuses, Workflows, Interface Configurations, and Data Entry Configurations on one canvas (we will call these four objects “elements” in our article). You can access it through the “
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